CAI-CV 2024 HOA Living November by CAI-Coachella Valley Chapter

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.

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NEW AND RENEWING MEMBERS

NEW BUSINESS PARTNERS

7X, INC.

Sosan Khalili (925) 305-8728 sosan@7x-group.com

PLATINUM SECURITY, INC.

Ms. Jennifer M. Felder (909) 863-1800 jfelder@platinumsecurity.com

WALLRUG

Mr. Isaac Camacho (213) 286-1396 isaac@wallrug.io

RENEWING BUSINESS PARTNERS

DUNN-EDWARDS CORPORATION

Ms. Jessica Seitz (562) 760-9969 jessica.seitz@dunnedwards.com

FENTON GRANT KANEDA & LITT, LLP

Ms. Kathryn Diane Krupp (949) 435-3800 kkrupp@fentongrant.com

FLANAGAN LAW, APC

Mr. Tim Flanagan, Esq. (619) 489-3100 tim@flanaganhoalaw.com

RICHARDSON|OBER, LLP

Ms. Nancy Perez (626) 449-5577 nancy@roattorneys.com

SCT RESERVE CONSULTANTS, INC.

Mr. Michael C. Graves, RS (951) 296-3520 mike.g@sctreserve.com

WICR WATERPROOFING & CONSTRUCTION

Mr. Sean Krubinski (888) 388-9427 sean@wicr.net

NEW MANAGEMENT COMPANIES

MONARCH MANAGEMENT PROPERTY SOLUTIONS

Mrs. Marlena Martinez (760) 285-3781 martinezmarlena11@gmail.com

NEW MANAGER MEMBERS

Mr. Tony Fuentez (760) 831-8022 fuenteztony@icloud.com

DESERT RESORT MANAGEMENT

Mrs. Ruby Delery (760) 324-1873 RDelery@drminternet.com

Ms. Evelyn Juarez-Aceves (760) 393-5211 ejuarez@drminternet.com

Mrs. Sonia Millan (760) 393-5211 smillan@drminternet.com

THE GAFFNEY GROUP INC.

Miss Jay Gonzalez (760) 327-0301 (225) jay@thegaffneygroup.net

RENEWING MANAGER MEMBERS

Mr. Ted W. Loveder, CMCA, AMS, PCAM (714) 290-5103 tedloveder@gmail.com

Miss Michaela Morgan, CMCA (760) 773-0123 (258) micarmorgan98@gmail.com

Mrs. Sue Sweeney, CMCA, AMS, LSM, PCAM (760) 507-5709 thomasandsueare@yahoo.com

Mr. Christopher Michael Wilson (910) 650-9717 cmwilson915@gmail.com

ALBERT MANAGEMENT CORPORATION

Mr. Kyle Albert (760) 346-9000 kyle.albert@albertmgt.com

AVAIL PROPERTY MANAGEMENT

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

CAI-COACHELLA VALLEY CHAPTER

Mr. Callen Lockett, CMCA (760) 341-0559 CLockett@cai-cv.org

DESERT RESORT MANAGEMENT

Mrs. Brooke Ancheta, CMCA, AMS (760) 346-1161 bancheta@drminternet.com

Ms. Maryann Hoss, CMCA, AMS (760) 346-1161 mhoss@drminternet.com

Ms. Mayra Jimenez (760) 346-1161 mayra.jimenez@drminternet.com

Mr. Anthony Natividad (760) 346-1161 anatividad@drminternet.com

Ms. Synthia F. Salazar, CMCA, AMS (760) 775-7752 synthia.salazar@drminternet.com

Ms. Norma Segura (760) 346-1161 nsegura@drminternet.com

Ms. Holly Smith, CMCA, AMS, PCAM (909) 521-6829 hsmith@drminternet.com

OUTDOOR RESORT PALM SPRINGS OWNERS ASSOCIATION

Mrs. Jennifer Miranda (760) 328-3834 (300) jenefermiranda@gmail.com

SEABREEZE MANAGEMENT COMPANY, INC.

Ms. Loni Renee Peterson, CMCA, AMS, LSM, PCAM (951) 204-0334 loni.peterson@seabreezemgmt.com

SUN CITY PALM DESERT

Mr. Erik John Stacklie (760) 200-2251 erik.stacklie@scpdca.com

THE MANAGEMENT TRUST, DESERT REGION

Ms. Wendy C. Cross, CMCA, AMS (760) 776-5100 (6315) wendy.cross@managementtrust.com

WHITESTAR MANAGEMENT

Karina Franco (760) 773-0123 (110) Karina@whitestarmgmt.com

Mr. John Skelding McGara, CMCA (602) 540-9643 John@whitestarmgmt.com

RENEWING HOMEOWNER LEADERS

CANYON COUNTRY CLUB ESTADOS

Michael Rossman

CATHEDRAL CANYON COUNTRY CLUB - HOA2

Robert Jaworski

CAI-COACHELLA VALLEY CHAPTER

Mr. Callen Lockett, CMCA

JACK IVEY RANCH HOMEOWNERS ASSOCIATION

Ms. Ana Duran

Ms. Kelly Maheu

Ms. Lynn Ross

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

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.

Mike Traidman

Tailgate

PAST EVENT PHOTOS

FPresident’s Message

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

all is officially here, and temperatures are finally dropping. The Valley’s “season” is in full swing, and November brings beautiful weather, post-summer flowers, and one of my favorite holidays – Thanksgiving! All of us at CAI-CV wish our readers a safe and wonderful month of giving thanks.

Please join me in welcoming two new board members to the CAI-CV Board of Directors. On October 22nd, the board confirmed Mandie Chlarson (NLB Consulting and Elections) and Briah Castillo (Ivan’s Painting) to the board by acclamation. Additionally, two incumbents were reelected by acclamation to serve a second term: Lily Ortega (Pro Landscaping, Inc.) and Jolen Zeroski, CMCA (First Citizens Bank). Welcome all and thank you for your service to the Chapter. More information about our new board members and the election can be found on pages 21-23.

If you are a CAI-CV Business Partner or Management Company, you may have noticed that our 2025 Advertising and Sponsorship plan has been released. As soon as the Titanium and Platinum sponsors have been given a short period of time to make their marketing selections, the plan will open to all members on November 15th. For more information about CAI-CV’s 2025 marketing opportunities see pages 39-51.

The Chapter’s annual Legislative Update will be held as a lunch program at Sun City Palm Desert, on Friday, November 15th. Our program will bring you up to date on legislation and case law changes that will impact the HOA industry. Our guest speakers will be CAI Lobbyist Louie Brown, Jr., Esq. (Kahn Soares & Conway, LLP), Emily A. Long, Esq. (Epsten, APC), and Lisa Tashjian, Esq. (Beaumont Tashjian). You don’t want to miss this important program. To register to attend, follow this link: https://www.cai-v.org/events/EventDetails. aspx?id=1872574&group=. If you are a business partner, please consider joining us for the largest trade show of the year. Here is a link to be an exhibitor: https://cai-cv.wallrug.io/ product/education-november-legislative-update-lunch-program-exhibitor/

On Friday, November 22nd, we will host our annual Fall Golf Tournament, "Tailgating on the Tees." This is a nine-hole happy-hour event, which starts at 2:00 p.m., at the Shadow Mountain Golf Resort. This exciting event was specifically designed for fun and relaxation. Even if you have absolutely no experience golfing, you are welcome to play. This is a great way to network, enjoy the weather, and have some fun,

in the midst of November busyness. You may also attend without golfing or purchase a “single” golfer ticket by following this link: https://www.cai-cv.org/events/EventDetails. aspx?id=1872578&group=. For sponsorships, including sponsoring a foursome, tap on this link: https://cai-cv.wallrug.io/ view-by-month/november/

I know you are all thinking about the holidays, and if you are anything like me, you are starting to think about finding gifts for friends and family. Fortunately, CAI-CV has something to help all of us with our holiday gift-giving – our annual Sips & Shots Wine & Tequila Tasting event, on Friday, December 6th, at Shields Date Garden. The SILENT AUCTION is one of the best in the Valley, with more than $10,000 worth of fabulous items, which make great holiday gifts. Make sure to put December 6th on your calendar! You may sign up for Sips & Shots by going to this link: https://www.cai-cv.org/events/EventDetails. aspx?id=1859424&group=. Sponsorships are available here: https://cai-cv.wallrug.io/view-by-month/december/

Our thanks to the Education Committee for all their work on the October 18th breakfast program, entitled "Election Nightmares and Board Recalls." Mandie Chlarson (NLB Consulting and Elections) and I were the guest speakers. Our thanks to the business partners who participated in the trade show and generously support CAI education. Photos from the event and a list of sponsors can be found on pages 16-17.

The Oktoberfest Committee outdid themselves again this year with an all-new event and new venue, "OKTOBERFIESTA" at Pro Landscape’s beautiful nursery, on Friday, October 25th. There was plenty of networking, delicious beer from local breweries, axe throwing, stein holding, and great food. It was a beautiful evening! Special thanks to Pro Landscaping, Inc., for donating the use of their incredible venue. Check out the photos on pages 28-29.

Just a reminder that you may 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 52 for upcoming events and programs.

On behalf of the CAI-CV leadership team, we wish you a safe November and a fantastic Thanksgiving holiday!

Casa Dorado at Indian Wells: A Mid-Century Modern Gem

By Ashley Layton, PCAM

Nestled i n the picturesque landscapes of Indian Wells, Casa Dorado stands as a testament to the timeless elegance of mid-century modern architecture. Constructed in 1964 by the C.J. Bonner Company, this historic condominium community encompasses 116 homes spread over 26 pristine acres, blending stunning design with a vibrant lifestyle.

ARCHITECTURAL ELEGANCE

Casa Dorado features 58 single-story duplex buildings, all designed in a distinctive mid-century modern style. This architectural approach emphasizes a harmonious connection between indoor and outdoor spaces, characterized by pronounced rooflines and plate-like walls that create a dynamic rhythm throughout the community. The simplicity of the design not only highlights its modern credentials but also offers sweeping views of the surrounding park-like setting, Mt. Eisenhower, and the San Jacinto Mountains.

The community offers four thoughtfully designed floor plans, accommodating a range of living preferences. Options include:

• 2 BR/2 BA (~1,550 SF)

• 3 BR/2 BA (~2,000 SF)

• 3 BR/3 BA (~2,000 SF)

• 4 BR/3 BA (~2,300 SF)

Each residence provides a unique opportunity to personalize interiors while maintaining the classic mid-century aesthetic.

AMENITIES AND COMMUNITY LIFE

Residents of Casa Dorado enjoy a wealth of amenities, all supported by a reasonable monthly assessment of $752. The community features:

• A clubhouse for social gatherings

• Six swimming pools and four spas

• Two tennis courts (one accommodating pickleball)

• Four pitch-and-putt golf holes and two practice putting greens

• Lush landscaping with hundreds of palm and fruit trees

The community thrives on interaction, hosting monthly social events that foster connections among homeowners. This vibrant atmosphere encourages residents to remain active and engaged, regardless of age.

RECOGNIZING HISTORICAL SIGNIFICANCE

On December 6, 2023, Casa Dorado was honored as Historic Landmark #6 by the Indian Wells Historic Foundation. This recognition underscores its significance as a pioneering mid-century modern condominium community, celebrating both its architectural heritage and its role in the development of the Coachella Valley.

COMMITMENT TO SUSTAINABILITY

In addition to its architectural beauty and community spirit, Casa Dorado prioritizes environmental sustainability. The property has its own well and a high-efficiency automated irrigation system to minimize water usage. The landscaping team employs advanced techniques to manage irrigation, ensuring that both lush greenbelts and desert landscapes thrive in harmony.

Since 2016, Casa Dorado has embarked on a journey to convert traditional turf to desertscape, aiming to reduce

"THE COMMUNITY IS NOT ONLY REFLECTING ON ITS HISTORICAL ROOTS BUT IS ALSO COMMITTED TO PIONEERING SUSTAINABLE PRACTICES FOR THE NEXT 60 YEARS, MAINTAINING ITS LEGACY AS A SOUGHT-AFTER RESORT-STYLE LIVING DESTINATION."

water consumption while maintaining the community’s lush appearance. Looking ahead to 2025, the Board plans to explore replacing existing irrigation and electrical systems to adopt newer, more sustainable technologies.

GOVERNANCE AND COMMUNITY ENGAGEMENT

Casa Dorado is managed by a dedicated seven-member Board, supported by six standing committees—Architecture, Landscape, Maintenance, Clubhouse, Social, and Finance. These committees play a crucial role in maintaining the community’s standards and addressing resident needs. An ad hoc Apartment Committee is also in place to examine potential uses for the HOA apartment, ensuring ongoing community engagement.

LOOKING AHEAD

As one of the oldest non-golf homeowners associations in the Coachella Valley, Casa Dorado is poised to lead the way in infrastructure upgrades. The community is not only reflecting on its historical roots but is also committed to pioneering sustainable practices for the next 60 years, maintaining its legacy as a sought-after resort-style living destination.

In a world where mid-century modern design continues to captivate, Casa Dorado remains a shining example of elegance, community, and forward-thinking sustainability, making it a truly unique place to call home. Casa Dorado is managed by Premier Community Association Management.

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

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

Remodeling pools and Back yards since 1969

Qualit y work at a fair price

Lic #896061 C-53

Legislative Update

Friday, November 15, 2024 11:00 a.m.

TRADE SHOW

EXHIBITOR SPONSORS

AMS Paving, Inc.

Banc of California

BEHR Paint Company

Berg Insurance Agency

C.L. Sigler & Associates, Inc.

Dunn-Edwards Corporation EmpireWorks Epsten, APC

First Citizens Bank Harvest Landscape

Hotwire Communications

Nissho of California

Pacific Premier Bank Patrol Masters Inc.

Roseman Law, APC

S.B.S. Lien Services

Tinnelly Law Group

Vintage Landscape

NOTEPAD SPONSOR

Sherwin Williams Paint

CLAC SPONSOR

Precision Construction & Painting

HANDOUT SPONSOR

Delphi Law Group, LLP

PEN SPONSOR

BEHR Paint Company

GUEST SPEAKERS

Louie Brown, Jr., Esq.

Attorney at Law

Advocate, CAI’s California Legislative Action Committee

Kahn Soares & Conway, LLP

Emily A. Long, Esq.

Senior Attorney at Law

Epsten, APC

Lisa Tashjian, Esq.

Partner Beaumont Tashjian

ELECTION NIGHTMARES & BOARD RECALLS

Guest Speakers

Julie R. Balbini, Esq.

Shareholder & Managing Attorney

Coachella Valley Office

Fiore Racobs & Powers, A PLC

Mandie Chlarson

NLB Election Consulting

THANKS TO OUR SPONSORS

Accurate Termite & Pest Control

C. L. Sigler & Associates

Harvest Landscape

Hotwire Communications

Nissho of California, Inc.

Precision Construction & Painting

Southwest Landscape

Vintage Landscape

HANDOUT SPONSOR

Banc of California

NOTEPAD SPONSOR

Beaumont Tashjian

REGISTRATION SPONSOR

Precision Construction & Painting

SCHOLARSHIP SPONSOR

Epsten, APC

MEET CAI-CV'S 2025 PRESIDENT

Mark Dodge, Branch President & CEO Associa Desert Resort Management

This article is part of a series featuring CAI-CV Board members and committee chairs. This month, we are featuring Mark Dodge, who serves as a President-Elect on the Chapter Board, and will be CAI-CV’s President in 2025.

Mark Dodge, originally from Vermont, brings a wealth of experience and education to the CAI-CV community. Mark holds a Bachelor of Science degree in Business Administration from the University of Vermont (1992) and an MBA from the Peter F. Drucker School of Business at Claremont Graduate University (2008). His career path has been diverse, spanning various industries, including finance, accounting, and publishing, with significant time spent in both Vermont and Chicago. Before joining Desert Resort Management (DRM), Mark served as Chief Financial Officer (CFO) for a private equity firm specializing in the Extreme Sports Industry.

Since 2012, Mark has been the Chief Executive Officer (CEO) of Desert Resort Management, having previously held the position of CFO from 2010 to 2012. In addition, Mark is the Regional Vice President and a senior leadership team member at Associa, with responsibilities across Southern California.

Family is a cornerstone of Mark's life. He has been married to Jamie for seven years, and they have been together for fourteen. They are proud parents of three children: Jackson (25), Alex (20), and Sophia (23). Their household is bustling with life, not just from their

"MARK'S

PASSIONS EXTEND FAR BEYOND HIS PROFESSIONAL LIFE. AN ACTIVE VOLUNTEER, HE SERVES ON FOUR BOARDS ALONG WITH ASSUMING THE ROLE OF PRESIDENT FOR THE CAI-CV IN 2025."

children but also from an impressive menagerie of eight pets. They share their home with five cats—Bubba, KT, Miso, Birdie, and Bandit—and two dogs, Fancy and Princess, who are both 11 years old. Their family is rounded out by Sancho, a tortoise who is about 10 years old.

Mark's passions extend far beyond his professional life. An active volunteer, he serves on four boards along with assuming the role of President for the CAI-CV in 2025. Mark is also the Vice President of the Coachella Valley Disaster Preparedness Network,

By Jennifer James, Esq.

a Director for AssociaCares, and the Vice President of Animal Samaritans, reflecting a deep commitment to animal welfare. If circumstances allowed, Mark would pursue a full-time career helping nonprofits succeed.

Gardening is another passion. Mark designed and maintains all the landscaping at their home personally. A lifelong music fan and vinyl record collector since the 1970s, Mark boasts a collection numbering in the thousands. His creativity extends to woodworking, where he maintains a fully equipped shop and handles all home repairs and projects.

Mark takes pride in his current professional achievements, particularly in building a strong team and a successful business at DRM. His management style focuses on leadership rather than micromanagement. By surrounding himself with trustworthy people and granting them the space to succeed, Mark has cultivated a positive work environment. This approach has been the key to his success and job satisfaction.

One of Mark's greatest strengths is seeing the good in people and overlooking their weaknesses, a quality that aids him in both personal and professional interactions. With a small ego and an unwavering positive outlook,

he navigates the challenges of daily life with ease. His motivation comes from ensuring the happiness and satisfaction of his colleagues, which has fueled his long career in this industry.

What sets Mark apart is his determination to recognize the value in everyone, whether they are board members, employees, or business partners. This, coupled with his hands-on approach and deep engagement with the business, makes him a unique leader. However, he has zero tolerance for the mistreatment of his employees and acts swiftly when faced with such situations.

Mark's involvement with CAI-CV began out of professional obligation, but it has grown into a deep commitment to the organization. He believes that CAI plays a crucial role in the evolution of the HOA industry, particularly in board member and resident education. While he commends CAI for fostering social engagement, Mark sees room for improvement in re-establishing the value proposition for business partners and securing their participation.

With a rich tapestry of experiences, passions, and a commitment to the community, Mark Dodge embodies the spirit of the CAI-CV community. His journey from Vermont to the Coachella Valley, coupled with his dedication to both his profession and volunteer work, makes him an invaluable asset. We look forward to seeing the continued impact of his leadership and vision.

Mark, thank you for your service to CAI-CV and for your dedication to the CID industry!

Jennifer James, Esq. graduated from Washburn University School of Law in 2001 and has dedicated her career to representing common interest communities. She has served on the board of CAI-CV and chaired numerous committees within the organization. In 2024, Jennifer joined Roseman Law, APC, as the managing attorney for Coachella Valley. She can be reached at James@Roseman.Law or (760) 760-2000.

SAVE THE DATE

CAI-CV’s Annual Awards and Casino Night

MASQUERADE BALL

Friday, January 24, 2025, 5:30 p.m.

SUN CITY PALM DESERT

Sponsorships Available

EARLY REGISTRATIONS

Managers & Board Members $100

Non-sponsor Business Partners $200

CAI-CV Board of Directors Election Update

On Tuesday, October 22nd, CAI-CV held its annual meeting and election at 3:30 p.m. via Zoom. There were four open positions on the board. Three were due to current board members fulfilling their terms, and one open position was due to a director moving away from the Coachella Valley due to a job transfer. Given that the total number of qualified candidates was equal to the total number of open positions on the CAI-CV Board of Directors, no membership-wide election was required.

The following candidates were elected by the board on October 22nd:

Briah Castillo (Ivan’s Painting) Business Partner

Mandie Chlarson (NLB Consulting & Elections) Business Partner

Lily Ortega, CMCA (Pro Landscaping, Inc.) Business Partner

Jolen Zeroski, CMCA (First Citizens Bank) Business Partner

Lily Ortega and Jolen Zeroski will be finishing their first three-year terms in December of this year, and were reelected to serve another term, from January 1, 2025 – December 31, 2027. Please join the board in welcoming new board members Briah Castillo (Ivan’s Painting) and Mandie Chlarson (NLB Consulting & Elections). Mandie will serve the remainder of the vacated board position, starting immediately and will serve until December 31, 2025, and then she is eligible to run for two more full terms. Briah will begin her three-year term on January 1, 2025. Please see articles about Briah and Mandie on pages 22 and 23.

The new composition of the board will represent all membership classes with five business partners, three managers, and three homeowner leaders. If you are interested in running for the CAI-CV Board of Directors, please contact the office at 760.341.0559 or email clockett@cai-cv.org.

MEET THE BOARD Mandie Chlarson

By Jennifer James, Esq.

This article is part of a series featuring CAI-CV Board of Directors. This month, we are featuring Mandie Chlarson, who will serve as a Director on the Chapter Board.

Mandie’s journey from a small town in South Dakota to the bustling world of community associations in California is nothing short of inspiring. After moving to California in 2002, Mandie launched a successful career in the mortgage industry, which she dedicated over a decade to before taking a break to focus on her youngest daughter. Rejoining the workforce around seven years ago, Mandie found her calling in the world of elections for homeowners' associations (HOAs).

Today, she owns and operates NLB Consulting & Elections, a thriving business specializing in managing and conducting elections for HOAs. Though her team is small—comprised of six dedicated professionals—Mandie emphasizes that they are “small, but mighty,” a testament to their strength and efficiency in this niche field.

Mandie’s passion for her family is at the core of her life. Alongside her husband, she has raised three wonderful children, each of whom has carved out their own unique path. Her oldest now works alongside her at NLB Consulting & Elections, her middle child proudly serves in the Army, and her youngest is navigating middle school. Mandie and her husband also helped raise two bonus kids, and their household wouldn’t be complete without their two dogs—a sweet husky and a lively shepherd mix who keeps them all on their toes.

When not running her business, Mandie is an avid reader, devouring upwards of 200 books a year, and an enthusiastic hiker who loves exploring new trails. A die-hard Green Bay Packers

"TODAY, SHE OWNS AND OPERATES NLB CONSULTING & ELECTIONS, A THRIVING BUSINESS SPECIALIZING IN MANAGING AND CONDUCTING ELECTIONS FOR HOAS. "

fan, Mandie is even a proud shareholder of the team!

Among her many professional achievements, Mandie is most proud of building NLB Consulting & Elections from the ground up. What started as a small operation has grown into a thriving business, and she credits her success to her collaborative management style. Mandie believes in leading by example and encourages open communication within her team, ensuring that everyone has a voice in the process.

Her greatest strengths—organization, calmness under pressure, and dedication to fairness—shine through in everything she does. Mandie is driven by her desire to provide valuable services to her clients, ensuring transparency and fairness in all aspects of her work. Clear communication is a must for her,

and a lack of it is one of her pet peeves.

In 2020, Mandie joined CAI-CV to network with other professionals and stay up to date on industry best practices. Since then, she has become a strong advocate for the organization's mission, particularly when it comes to supporting and educating community associations. Mandie hopes to use her board tenure to champion more educational programs, foster relationships with managers and business partners, and encourage the adoption of new technologies.

Her “war story” about a Saturday full of meetings highlights Mandie’s humor and resilience. After carefully packing all her materials for the day, disaster struck when the bottom of her bag gave out—right next to a pool! Luckily, nothing important got wet, but it’s a moment she won’t soon forget.

Mandie Chlarson is a shining example of the power of perseverance, family, and community. With her blend of professional skill, personal passion, and a collaborative spirit, she continues to make a lasting impact on the HOA world.

BMEET THE BOARD

Briah Castillo

By Jennifer James, Esq.

This article is part of a series featuring CAI-CV Board of Directors. This month, we are featuring Briah Castillo, who will serve as a Director on the hapter Board.

riah Castillo, a Southern California native, has lived in the desert for most of her life. Born in Oceanside, Briah graduated from Palm Desert High School in 2018 and pursued higher education at College of the Desert, earning an Associate of Arts in Criminal Justice. Her passion for the field led her to continue her education at National University of La Jolla, where she earned her Bachelor’s degree in Criminal Justice in 2023. While she initially worked in law enforcement, Briah soon realized her calling was elsewhere—leading her into the family business.

Currently, Briah oversees business development at Ivan's Painting, a locally owned and operated painting company serving both residential and commercial properties across the Coachella Valley. Founded in 2017 by her father, Ivan, the company boasts over 55 years of combined industry experience and prides itself on high standards and exceptional service. Briah joined the company a year ago and, as Ivan’s daughter, shares not only a professional bond but a striking resemblance with her father. She is proud to work alongside a diverse team of 30 employees, a reflection of Ivan's commitment to creating an inclusive and supportive work environment, especially for women in the workforce.

Family plays a central role in Briah's life. Though an only child, she is surrounded by a large and close-knit extended family, and her parents, married for over 24 years, are her greatest source of pride and joy. When not working, Briah enjoys spending time with her boyfriend and their beloved dog, whom she affectionately refers to

as her “dog child.” Outside of family and work, Briah is an avid reader and gym enthusiast. She is also open to new volunteer opportunities, particularly those that allow her to make a hands-on impact.

In her professional journey, Briah remains humble about her achievements, focusing on the relationships she’s built in the short time she’s been with Ivan's Painting. Her management philosophy is centered around mutual respect, patience, and the belief that every team member has something valuable to contribute. She takes pride in fostering a positive work environment where learning is encouraged and strengths are celebrated.

Briah's greatest passion comes from ensuring the well-being of her team. Knowing that her work provides job security for 30 families keeps her motivated every day. Her ability to connect with others and her outgoing nature set her apart, enabling her to build meaningful relationships with people from all walks of life.

When asked about her decision to join CAI-CV, Briah’s answer is refreshingly candid: "Because my boss said so!" Ivan's

enthusiasm for CAI-CV’s impact on their business inspired Briah to get involved and give back. She believes CAI-CV has been instrumental in fostering relationships, both professional and personal, and credits the organization with the immense growth they've seen. In her view, if CAI-CV isn’t working for a company, it’s because the company isn’t making the most of the opportunities available.

As a member of CAI-CV’s Board, Briah is eager to forge new connections and help make 2024 a memorable year for the organization. She encourages anyone new to the community or the industry to reach out, offering her support and guidance. Reflecting on her experiences, Briah shared a memorable encounter at a CAI-CV event where someone critiqued her marketing efforts only to request a proposal from her company two weeks later—a humorous reminder that success often speaks for itself.

With her vibrant personality, dedication to her team, and passion for the community, we thank Briah for her service to CAI-CV and dedication to the HOA industry.

JANUARY

CAI-CV 2025 CALENDAR

Wednesday 1 New Year's Day Office Closed

Friday 17 BMW/DCHC Board Education Zoom

Monday 20 MLK Day Office Closed

Friday 24 Annual Awards Event, 5:30PM Sun City Palm Desert

WE-SA 29-FEB 1 CAI National Law Seminar San Antonio, TX

FEBRUARY

Friday 7 Leadership Training, 9:00AM- 1:00PM RAP Conference Center

Saturday 8 Indian Wells HOA Workshop, 9:00AM Indian Wells VUE Grille

Tuesday 11 BMW/DCHC Board Education, 8:30AM Zoom

Monday 17 President’s Day Office Closed

Friday 21 Lunch Program& Trade Show, 11:15AM Sun City Palm Desert

Tuesday 25 Strat. Planning 2:30PM, Board 3:30PM Zoom

MARCH

Tuesday 4 Board Certificate Course, 9 A.M. Zoom

Friday 14 City of Palm Desert HOA Town Hall Palm

Friday 21 Lunch Program& Trade Show, 11:15AM Sun

Tuesday 25 Strat. Planning 2:30PM, Board 3:30PM Zoom

Friday 28 Business Partner Event, 5:30PM Classic Club Saturday 29 City of Indio HOA Workshop, 9:00AM

APRIL

Tuesday 8 BMW/DCHC, 8:30AM, Board Bootcamp Zoom

Friday 18 Lunch Program& Trade Show, 11:15AM

TU-TH 22-24 CLAC Legislative Days in Sacramento Sacramento Tuesday 29 Strat. Planning 2:30PM, Board 3:30PM Zoom

MAY

Friday 2 Spring Golf Tournament, 7:30 A.M.

WE - SA 7-10 CAI National

JUNE Friday 6 Annual Comedy Night, 5:30 P.M.

25 CAMDAY, 9 A.M. - 5 P.M.

Tuesday 29 Strat. Planning 2:30PM, Board 3:30PM Zoom AUGUST

Wednesday 13 BMW/DCHC Board Education Zoom

Tuesday 26 Strat. Planning 2:30PM, Board 3:30PM Zoom Friday 29 Strat. Planning (Leadership), 9:00AM

Tuesday 7 BMW, 8:30 A.M.

Monday 13 Columbus Day

CAI Sends White Paper to U.S. Department of Treasury on Corporate Transparency Act

By Mike Traidman

On behalf of our members, Community Associations Institute took another step to protect the interests of community associations across the country. Last week, CAI submitted a detailed letter and white paper to the U.S. Department of Treasury’s Financial Crimes Enforcement Network, highlighting concerns regarding the Corporate Transparency Act.

The submission outlines how the act, in its current interpretation, disproportionately impacts community associations, many of which are nonprofit organizations operating with volunteer-led boards.

In the white paper, CAI provides a thorough analysis demonstrating why community associations should be considered exempt from the act. These associations, which serve over 75 million Americans, are nonprofit entities under Section 528(a) of the Internal Revenue Code, functioning similarly to 501(c) organizations that are already exempt from the act. The white paper argues enforcing the act’s requirements on community associations would add unnecessary burdens and legal risks without meaningful benefit to national security or anti-money laundering efforts.

The submission also includes the results of a survey conducted from July to September 2024, with more than 950 community association members voicing concerns about the compliance challenges and potential negative impacts of the act. Many respondents expressed concerns about the

act’s implications for volunteer participation on community association boards, and the significant privacy risks associated with providing beneficial ownership information.

CAI’s advocacy efforts and legal challenge are aimed at securing a permanent exemption for community associations from the act’s reporting requirements, ensuring community association volunteers are not subject to undue compliance obligations. The white paper and accompanying letter sent to treasury officials are key steps in CAI’s ongoing work to protect the interests of the millions of Americans who live and work in community associations.

It is important to note as CAI continues its efforts, community associations should be prepared to comply with filing requirements by January 1, 2025, until we announce otherwise.

For more details, you can access the white paper at www. caionline.org/cta or The Corporate Transparency Act & Community Associations.

The post CAI Sends White Paper to U.S. Department of Treasury on Corporate Transparency Act appeared first on CAI Advocacy Blog.

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

HOAs Invited to CVWD Open House –Expanded Demonstration Garden

SATURDAY,

NOVEMBER 23, FROM 10 A.M. TO 2 P.M

Coachella Valley Water District invites customers and area residents to visit its expanded demonstration garden, which includes a variety of desert-friendly plants and water-efficiency techniques to inspire the community.

The Conservation Garden PartyOpen House will be held on Saturday, November 23, from 10 a.m. to 2 p.m. at CVWD’s office at 75-525 Hovley Lane East, Palm Desert.

Visitors can walk through the garden and talk with water efficiency experts, gardening specialists, and local community partners. The free event will also feature activities for kids, delicious snacks, refreshments, free giveaways, and raffle prizes.

The expanded garden has a variety of elements to inspire visitors to build their own water-efficient and pollinator-friendly gardens, including the following features:

• Amphitheater seating with umbrellas, providing 352 square feet of shade.

• Two planter boxes for vegetables and herbs.

• Two varieties of artificial turf demonstrating different price points.

• Water-efficient irrigation systems.

• A variety of desert-friendly plants.

• A bench for relaxing under the shade of two Mexican Ebony trees.

The garden is irrigated with recycled water and uses a solar-powered smart irrigation controller. This device provides proper irrigation hydro-zones based on plants’ water needs.

Albert A. Webb Associates of Riverside designed the garden expansion and was constructed by Three Peaks Corp. of Calimesa. A state grant of $141,800 partly funded the project; the total cost, including design and construction, was $365,301.97.

CVWD plans to hold future workshops in the garden on topics such as composting, pruning techniques, vegetable gardening, water-efficient irrigation, and more.

Visit cvwd.org for more information. Or email publicinfo@cvwd.org or call us a call at 760-398-2651.

COACHELLA VALLEY WATER DISTRICT INVITES YOU TO ATTEND THE

GARDEN PARTY

TAKING PLACE AT OUR NEW AWARD-WINNING DEMONSTRATION GARDEN

NOVEMBER 23, 2024 | 10 A.M. - 2 P.M.

75525 HOVLEY LANE EAST, PALM DESERT, CA 92211

OPEN HOUSE FEATURES:

• GARDENING VENDORS

• LOCAL COMMUNITY PARTNERS

• ACTIVITIES FOR KIDS

• DESERT-FRIENDLY PLANT GIVEAWAYS

• FLUME & RACHIO RAFFLE PRIZES

• SNACKS AND REFRESHMENTS

THANK

TITLE SPONSOR

Ivan’s Painting & Maintenance

VENUE SPONSOR

Pro Landscaping & Nursery

STEIN SPONSOR

Hotwire Communications

BEER PONG SPONSOR

Precision Concrete

FIESTA BEVERAGE SPONSORS

Enterprise Bank & Trust

MC Builder Corp.

T-SHIRT SPONSORS

Fiore, Racobs & Powers, A PLC

Hotwire Communications

Cutting

CONNECT FOUR SPONSOR

Flood Response

CORN HOLE SPONSOR

EmpireWorks

Southwest Landscape

GIANT JENGA SPONSORS

AMS Paving

Sun King Electric

STEIN HOLD SPONSOR

Teserra

LIGHTING SPONSOR

Sun King Electric

DESSERT SPONSORS

Harvest Landscape

Horizon Lighting

YOUR TRUSTED PARTNER IN PROPERTY RECONSTRUCTION

EmpireWorks Reconstruction, Southern California’s trusted partner in reconstruction services, specializing in comprehensive reconstruction solutions for homeowner associations and multifamily properties across the United States. With over 20 years of experience, we are dedicated to restoring properties to their original beauty and conditions while ensuring quality services and customer satisfaction.

ABOUT EMPIREWORKS - WE'VE BEEN DELIVERING FOR DECADES

EmpireWorks has a reputation of having the most talented crews and responsive Project Managers. Each job is thoroughly supervised by an on-the-job foreman who has many prideful years in the industry. In addition, each client has a dedicated Project Manager as THE go-to person for any and all project needs. The goal at EmpireWorks is to build lasting relationships with everyone involved in the project. We are committed to the community and our clients.

SPONSOR

FEATURED SERVICE: POOL DECKING

One of our standout offerings is our pool decking services. We understand that a beautiful and safe pool area is essential for any property. EmpireWorks provides a range of options for pool decking, including:

• Custom Solutions: We work closely with clients to design and install decking that enhances the aesthetic appeal and functionality of their pool areas.

• Durable Materials: We only use pool coating solutions that are crafted from high-quality materials that withstand the elements, ensuring longevity and minimal maintenance.

HOA Complimentary

• Expert On-Site Consultation and Assistance

• Job Walk / Surface Checklist •

• Safety Features: We prioritize safety by incorporating non-slip surfaces, heat resistant and other features that enhance the usability of your community’s pool area.

CORE SERVICES OFFERED

In addition to our pool decking expertise, EmpireWorks provides a wide array of Reconstruction services, including:

• Exterior Repaint

• Wood Repairs / Replacement

• Stucco and Masonry Repairs

• Structural Repairs

• Water Proofing

• Decking and Balcony Repairs

• Fencing and Wrought Iron Repairs

• Window and Door Replacement

• SB- 326 Inspections and Repairs

• Scope of Work Creation

OUR COMMITMENT TO QUALITY AND SAFETY

At EmpireWorks, we aim to surpass industry standards and utilize the latest techniques and technologies to deliver outstanding results safe and efficiently. Our trained professionals ensure that

every project is completed with a focus on exceeding client expectations while keeping residents’ and team members’ safety at the forefront.

COMMUNITY INVOLVEMENT

We believe in giving back to the communities we serve. EmpireWorks actively participates in local initiatives and supports programs that promote safety and resilience. Our involvement in industry associations also allows us to contribute to best practices and education within the property reconstruction field.

LOOKING AHEAD

As we move forward, EmpireWorks is committed to expanding our services and enhancing our capabilities to better serve our clients. We look forward to embracing new technologies and methods to stay at the forefront of the Reconstruction industry.

We extend our gratitude to the CAI community and our loyal management partners for their continued support as we serve our local associations alongside them. www.empireworks.com

Sierra Carr, PCAM, CMCA, AMS, CCAM is the community manager for Desert Resort Management - An Associa® Company. She can be reached at (760) 346.1161 or by email at SCarr@drminternet.com.

Save The Date

Education - Wine Tasting - Holiday Shopping

BOARD BASICS & ASK THE ATTORNEY

FOR ASSOCIATION BOARD MEMBERS & THEIR MANAGERS

FRIDAY, DECEMBER 6, 2024

Education, 3:30 PM | Wine & Tequila Tasting, 5:30 PM

Shields Date Garden Theater

80225 Hwy 111 (SE Corner of Hwy 111 & Je erson)

GUEST SPEAKERS

Julie Balbini, Esq.

Shareholder & Managing Attorney of the Coachella Valley O ce

Fiore Racobs & Powers, A PLC

John R. MacDowell

Shareholder & Managing Attorney of the San Diego County O ce

Fiore Racobs & Powers, A PLC

Basic Board Fiduciary Duties

Management & Board Relations

Ask the Attorney - Free Legal Input About HOAs

Come stump our esteemed HOA attorneys with your toughest legal questions.

COST: $25

(For Board Members and Managers Only)

Includes Entrance To CAI-CV’s Sips & Shots Wine & Tequila Tasting – Winter Wonderland

Includes Entrance To CAI-CV’s Largest Silent Auction for Holiday Shopping

Includes 2 Continuing Education Credits (CEUs) for CAI Managers

THANKS TO OUR SPONSORS

Associa Desert Resort Management

Fiore Racobs & Powers, A PLC

Wine &T e quilaT ast i n g Sips SipsShots Shots & &

TITLE SPONSOR

Winter Wonderland

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

4-Pack Discount Tickets - $140

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

Thanks to our Sponsors

TITLE SPONSOR

Associa Desert Resort Management

WINE TASTING SPONSOR

Hotwire Communications

TEQUILA TASTING SPONSOR

Ivan’s Painting & Maintenance

CHAMPAGNE SPONSOR

EmpireWorks

LIGHTING SPONSOR

Sun King Electric, Inc.

CENTERPIECE SPONSOR

Vista Paint Corporation

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 SPONSORS

Association Professional Services Fiore Racobs & Powers, A PLC

GRAND PRIZE SPONSORS

Delphi Law Group, LLP

MC Builder Corp. Roof Asset Management

COCKTAIL NAPKIN SPONSOR Dunn-Edwards Corporation

CLAC SPONSOR Epsten, APC

SCHOLARSHIP SPONSOR NLB Consulting & Elections

SPONSORSHIPS

How SB 900 Impacts HOA Responsibilities for Utility Services

By Jennifer James, Esq., Roseman Law, APC

In September 2024, Governor Newsom signed Senate Bill 900 (SB 900) into law. This new legislation introduces important changes to the repair and maintenance obligations of homeowners’ associations (HOAs) in common interest developments (CIDs). Effective January 1, 2025, SB 900 amends Civil Code Sections 4775, 5550, and 5610, addressing utility service interruptions in CIDs, to ensure that gas, water, heat, and electricity are restored promptly. The law strikes a balance between requiring timely action from HOAs and offering them flexibility to finance repairs when reserves are insufficient.

BACKGROUND

OF SB 900

SB 900 was introduced following a high-profile utility service interruption at the La Veta Monterey condominium complex in Orange, California, in 2023. A significant gas line leak left residents without natural gas for nearly four months. The HOA’s delayed response and lack of financial resources sparked significant frustration. This situation highlighted broader concerns about aging infrastructure and an HOA’s ability to manage such issues effectively. The bill addresses these gaps by providing clear guidelines for HOAs to handle similar situations.

KEY

PROVISIONS OF SB 900

HOA RESPONSIBILITY:

Unless the CC&Rs specify otherwise or the utility provider is responsible for the maintenance and repairs, SB 900 requires HOAs to repair or replace gas, heat, water, and electricity if the issue originates in the common area. Even if the disruption extends into individual units or exclusive-use common areas, the HOA remains responsible for restoring service. This makes it clear that, in the absence of explicit provisions in the governing documents, the responsibility falls on the HOA.

TIMELINE FOR REPAIRS:

SB 900 requires HOAs to commence repairs related to the interruption of gas, heat, water, or electricity, within fourteen (14) days. If there are insufficient reserve funds to cover the repair costs, the HOA may obtain competitive financing from a financial institution to fund the repairs or replacements without a vote of the membership and levy an emergency assessment to allow for the repayment of the loan. Before obtaining financing, the HOA board must pass

a resolution outlining the HOA’s expenses and its inability to cover the costs with existing reserves. This resolution must be distributed to HOA members with notice of the emergency assessment.

EMERGENCY ASSESSMENT FOR HEALTH THREATS:

The bill expands the definition of "emergency situations" in which an HOA can impose assessments without the usual member approval. Previously, emergency assessments were limited to situations involving threats to personal safety. SB 900 extends this to include threats to personal health, such as the inability to cook or bathe due to a gas outage. This allows HOAs to raise necessary funds quickly to address health-related emergencies, such is the case with utility service disruptions.

APPROVAL PROCESS AND VOTING FLEXIBILITY:

To ensure swift action during interruptions, SB 900 allows for flexible quorum and voting procedures. If the HOA board is unable to meet a quorum within the required fourteen (14) days after a utility service interruption, SB 900 allows for a reduced quorum to be the number of directors present, even if it is just one (1), at the next duly noticed board meeting. The meeting notice must indicate that a reduced quorum

will apply. Additionally, SB 900 allows the board to vote electronically (i.e email), to expedite decisions. All electronic votes are deemed association records subject to the HOA’s inspection and retention rules.

UTILITY REPRESENTATIVE:

If substantial repairs are needed for gas, heat, water, or electricity, a representative from the affected utility company must address the HOA in person to provide an overview of the issue, potential solutions, and expected timelines for repairs.

RESERVE STUDIES AND AGING INFRASTRUCTURE:

Another important aspect of SB 900 is the inclusion of utility systems in the HOA’s reserve study. To the extent the HOA is responsible for their repair or replacement, the bill amends existing law to classify gas, water, and electrical services as "major components". Reserve studies, required every three (3) years, must now account for these systems, ensuring that HOAs proactively manage their aging infrastructure and have adequate reserves or financing options for necessary repairs.

ATTORNEY'S FEES FOR HOMEOWNERS:

SB 900 provides that if a homeowner successfully enforces an HOA’s obligation to make timely repairs under this law, they are entitled to recover reasonable attorney’s fees. This provision creates an incentive for HOAs to adhere to the repair requirements.

COOPER COATINGS INC.

Concrete Overlay Systems

CONCLUSION

SB 900 introduces important reforms aimed at ensuring that utility service disruptions in CIDs are addressed quickly and efficiently. The bill’s provisions, particularly regarding timelines for repairs and emergency assessments, provide a clear framework for managing these issues. However, the specific application of SB 900 depends heavily on the CC&Rs of each community, which may assign utility maintenance responsibilities to individual homeowners. If the CC&Rs are silent on maintenance, SB 900’s default provisions make the HOA responsible for ensuring timely repairs. HOAs should carefully review their governing documents to determine whether these new obligations apply to them before the law takes effect on January 1, 2025.

and secure establishing that community, the past, and hopefully positive, experiences. With an existing community, new whatever the standard was in the past.

Layers of Protection:

Developing Community Association Security

Layers of Protection: Developing Community Association Security

important for homeowners, and more specifically the community association importance of a comprehensive security program. The old notion that the better security concern, is no longer appropriate. Every community, of every size and safety a top priority.

are many – there are security officers, technology-based systems, security specialty lighting just to name a few. So, where do you start?

By Britain Rome

Awith you to determine your true needs – not just what will benefit the afraid to head down this path. A security upgrade could be as simple as desk for increased visibility – but you will not know until you evaluate. terms of layout, geography, type of homes and size of community, there are the board. A comprehensive program incorporates personnel and homeowner involvement and community-wide commitment.

homeowners volunteer to be a part of their community associations, their range of knowledge a variety of topics must immediately grow. Those tasked with security for their association well aware of one very important thing…they want a safe and secure community. But how to go about establishing that can be a challenge. If it is a new community, the association members will draw on past, and hopefully positive, experiences. With an existing community, new members may prefer to stick with whatever the standard was in the past.

Security

s homeowners volunteer to be a part of their community associations, their range of knowledge on a variety of topics must immediately grow. Those tasked with security for their association are well aware of one very important thing…they want a safe and secure community. But how to go about establishing that can be a challenge. If it is a new community, the association members will draw on past, and hopefully positive, experiences. With an existing community, new members may prefer to stick with whatever the standard was in the past.

company. And do not be afraid to head down this path. A security upgrade could be as simple as changing the position of the reception desk for increased visibility – but you will not know until you evaluate. While every community differs in terms of layout, geography, type of homes and size of community, there are some principles that will apply across the board. A comprehensive program incorporates personnel and technology, proactive programs, homeowner involvement and community-wide commitment.

whatever the situation, it is important for homeowners, and more specifically the community association board members, to realize the importance of a comprehensive security program. The old notion that the better neighborhood, the lesser the security concern, is no longer appropriate. Every community, of every size and location, needs to make security and safety a top priority.

benefit from creating layers of protection – both in terms of the personnel Layers of security can be developed regardless of the size of the community. exist (exterior fencing for example) but once they are officially regarded as maintenance and importance will be given greater priority. For example, if a on remote part of the property, they may not see a need to report it. If it is clearly communicated, however, that the fence is an important layer of security, the homeowner would be much more likely to report the problem.

The security options and strategies are many – there are security officers, technology-based systems, security minded landscape designs, and specialty lighting just to name a few. So, where do you start?

Many residential communities will benefit from creating layers of protection – both in terms of the personnel and physical security elements. Layers of security can be developed regardless of the size of the community. Some of these layers may already exist (exterior fencing for example) but once they are officially regarded as part of the security program, their maintenance and importance will be given greater priority. For example, if a homeowner sees a damaged fence on remote part of the property, they may not see a need to report it. If it is clearly communicated, however, that the fence is an important layer of security, the homeowner would be much more likely to report the problem.

EXTERIOR LAYER

quality security company can work with you to determine your true needs – not just what will benefit the security company. And do not be afraid to head down this path. A security upgrade could be as simple as changing the position of the reception desk for increased visibility – but you will not know until you evaluate. While every community differs in terms of layout, geography, type of homes and size of community, there are some principles that will apply across the board. A comprehensive program incorporates personnel and wide commitment.

positive, experiences.

and more specifically the community association comprehensive longer appropriate. Every community, of every size priority.

name a few. So, where do you start?

Many residential communities will benefit from creating layers of protection – both in terms of the personnel regardless of the size of the community. once they are officially regarded as given greater priority. For example, if a may not see a need to report it. If it is clearly communicated, however, that the fence is an important layer of security, the homeowner would be much more likely to report the problem.

determine your true needs

path. A security upgrade could be as simple as visibility – but you will not know until you evaluate. geography, type of homes and size of community, there are comprehensive program incorp orates personnel and and community-wide commitment.

But whatever the situation, it is important for homeowners, and more specifically the community association board members, to realize the importance of a comprehensive security program. The old notion that the better the neighborhood, the lesser the security concern, is no longer appropriate. Every community, of every size and location, needs to make security and safety a top priority.

The outermost layer of security can encompass a number of items including exterior fencing, landscape items preventing entry such as large boulders, No Trespassing signs, lighting, gates, intrusion detection sensors and security officers who patrol the perimeter of the community. Crime prevention through environmental design can be an important part of the exterior layer of security.

MIDDLE LAYER

The middle layer can include a manned gatehouse or reception area, locked main doors, elevator controls, access control systems, delivery/package reception and logs, CCTV, and visitor identification systems. The middle layer of security should also consider non-residential items such as storage closets and maintenance sheds. Not only could theft be a possibility here, but these areas could also create shelter for intruders and therefore should be locked and monitored. Utility or electrical closets, server rooms and stations for water, gas and sewage service should also be locked and access controlled. The middle layer of security offers protection closer to the interior of the community – the residences.

The outermost layer of security can encompass a number of items including exterior fencing, landscape items preventing entry such large boulders, No Trespassing signs, lighting, gates, intrusion detection sensors and security officers who patrol the perimeter of the community. Crime prevention through environmental design can be an important part of the exterior layer of security.

A quality security company can work with you to determine your true needs – not just what will benefit the security

INTERIOR LAYER

layers of protection – both in terms of the personnel developed regardless of the size of the community. for example) but once they are officially regarded as importance will be given greater priority. For example, if a property, they may not see a need to report it. If it is clearly communicated, however, that the fence is an important layer of security, the homeowner would be much more likely to report the problem. © Allied Universal Security Services

This is the most critical layer. This is the last step between the residents and potential dangers. Residence doors and locks, access controls for primary parking areas, security officer patrols, motion activated lights and emergency procedures all play a role in interior security. This includes anything involving entrance or access to residences.

Exterior Layer

© Allied Universal Security Services

patrol the perimeter of the community. Crime prevention through important part of the exterior layer of security.

the importance of

their residents. Homeowners should also

helps further the security relationship and open lines of communication. Homeowners report suspicious or unusual activity to the security staff. Involving homeowners who association board through events or newsletters and calls for volunteers will also be fruitful. responsibility of the entire community.

Middle Layer

Interior Layer

Through both patrols and specified posts, security officers can be an active part of each of these layers, often tying all of the pieces together.

Middle Layer

Relationships with local authorities are yet another layer. The local police and fire departments, security provider, can help you produce security and safety awareness programs for police into your community, communicating with them about any security and emergency becoming involved in their safety initiatives extend the layers of security already in place.

What to specifically include in each layer varies depending on the individual community and some of these items, such as security officer patrols, lighting and CCTV can overlap – playing a significant role in more than one layer within the same community. Most important is the recognition that one security element simply is not enough. Building layers, both visible and discreet layers, serve to deter, detect, and protect. Also, all of the layers are of equal importance. Although the lock on a homeowner’s front door may appear to be of the utmost importance, the middle and exterior layers cannot be overlooked.

Also, do not hesitate to review and assess security plans periodically. What looked good worked for a nearby community, may not work as you expected. Security reviews will to record any changes that were made once the program was put in place.

The middle layer can include a manned gatehouse or reception area, main doors, elevator controls, access control systems, delivery/package reception and logs, CCTV, and visitor identification systems. The middle of security should also consider non-residential items such as storage and maintenance sheds. Not only could theft be a possibility here, areas could also create shelter for intruders and therefore should be and monitored. Utility or electrical closets, server rooms and stations gas and sewage service should also be locked and access controlled. The middle layer of security offers protection closer to the interior of the community – the residences.

The security options for residential communities are many and the ideal security program many layers of protection and ultimately, meets your community’s unique needs.

In addition to the physical and personnel layers of security, intangible elements also play a role in the overall plan for safety and security. Communication and homeowner involvement is key. Homeowners and community association leaders should work together with their security company to proactively prevent crime. Simple actions can play a large part in creating a safer community. High quality security officers are already aware of the importance of knowing their residents. Homeowners should also get to know the security officers. This helps further the security relationship and open lines of communication. Homeowners should not hesitate to report suspicious or unusual activity to the security staff. Involving homeowners who are not part on the association board through events or newsletters and calls for volunteers will also be fruitful. Security is the responsibility of the entire community.

layer can include a manned gatehouse or reception area, locked doors, elevator controls, access control systems, delivery/package and logs, CCTV, and visitor identification systems. The middle layer should also consider non-residential items such as storage closets maintenance sheds. Not only could theft be a possibility here, could also create shelter for intruders and therefore should be locked monitored. Utility or electrical closets, server rooms and stations for water, locked and access controlled. The middle layer of security offers community – the residences.

Also remember that not every security issue is in the form of an intruder or other unwelcome individual. Preventable utility interruptions and floods also fall into the realm of security. Despite large budgets and best efforts there will still be security issues. A natural disaster that leaves the commu nity without power or makes a primary exit road impassable should also be considered as part of the security program. While no security measure can prevent these occurrences, communication, preparedness, and evacuation plans need to be in place and the security team can take the lead on those initiatives. If a homeowner experiences any sort of problem, security is often the first call. Being prepared to handle any situation will go a long way with the homeowners who are a part of the community.

middle layer can include a manned gatehouse or reception area, locked doors, elevator controls, access control systems, delivery/package reception and logs, CCTV, and visitor identification systems. The middle layer security should also consider non-residential items such as storage closets maintenance sheds. Not only could theft be a possibility here, but these areas could also create shelter for intruders and therefore should be locked monitored. Utility or electrical closets, server rooms and stations for water, be locked and controlled. The middle layer of security offers community

Sincerely,

Through both patrols and specified posts, security officers can be an active part of each of these layers, often tying all of the pieces together.

Britain L. Rome

Relationships with local authorities are yet another layer. The local police and fire departments, along with your security provider, can help you produce security and safety awareness programs for residents. Inviting the police into your community, communicating with them about any security and emergency plans developed, and becoming involved in their safety initiatives extend the layers of security already in place.

Business Development Manager - Inland Empire Division Allied Universal® Security Services C: 714.453.7450 or Britain rome@aus.com

Also, do not hesitate to review and assess security plans periodically. What looked good on paper, or what worked for a nearby community, may not work as you expected. Security reviews will give you the opportunity to record any changes that were made once the program was put in place.

What to specifically include in each layer varies depending on the individual community and some of these items, such as security officer patrols, lighting and CCTV can overlap – playing a significant role in more than one layer within the same community. Most important is the recognition that one security element simply is not enough. Building layers, both visible and discreet layers, serve to deter, detect, and protect. Also, all of the layers importance. Although lock on a homeowner’s front door may appear to be utmost importance, the middle and exterior cannot be overlooked.

Also, all of the layers are of equal importance. Although the appear to be of the utmost importance, the middle and exterior layers

and protect. Also, all of the layers are of equal importance. Although the

The security options for residential communities are many and the ideal security program is one that offers many layers of protection and ultimately, meets your community’s unique needs.

Britain L. Rome is the Business Development Manager for the Inland Empire Division of Allied Universal Security Services. Britain can be reached at (714) 453-7450 or via email at Britain.Rome@aus.com.

Also remember that not every security issue is in the form of an intruder or other unwelcome individual. Preventable utility interruptions and floods also fall into the realm of security. Despite large budgets and efforts there will still be security issues. A natural disaster that leaves the community without power or primary exit road impassable should also be considered as part of the security program. While no security measure can prevent these occurrences, communication, preparedness, and evacuation plans need place and the security team can take the lead on those initiatives. If a homeowner experiences any sort

Insurance Update

By John Schuknecht, CMCA, AMS

CAI’s California Legislative Action Committee and CAI national are supporting solutions to California’s insurance crisis that will help build a market that makes available adequate coverage for California HOAs at reasonable prices. We can all understand why the current wildfire crisis is a problem for HOAs located in wildfire areas, but we may be surprised to learn that it may impact Coachella Valley HOAs in varying degrees.

Here’s why. Even though the desert is not prone to wildfires, the risk throughout the rest of the State is very high. Because wildfires are lumped together with all other fire insurance, the overall risk for commercial insurers is so high, they are choosing to leave the California market altogether, and others are reducing their California portfolios. This puts pressure on pricing and availability, even in the Valley.

"WE

CAN ALL UNDERSTAND WHY THE CURRENT WILDFIRE CRISIS IS A PROBLEM FOR HOAS LOCATED IN WILDFIRE AREAS, BUT WE MAY BE SURPRISED TO LEARN THAT IT MAY

However, in late July, Lara announced an increase to up to $100 million coverage per entity, and $20 million per building. See press release: This is much better. However, there has been another delay. A class action lawsuit against the FAIR Plan (regarding fire insurance) was filed and until it is resolved, implementation will likely be delayed until July of 2025 or later. Here is a link to a LA Times Story that explains the class-action: https://www.latimes.com/ california/story/2024-07-26/class-actionlawsuit-accuses-fair-plan-of-selling-homepolicies-with-subpar-fire-coverage. As things stand, the FAIR plan is still available for the $20M max limit at this time.

IMPACT COACHELLA VALLEY HOAS IN VARYING DEGREES."

In an effort to fix this problem, Insurance Commissioner Lara has worked out a deal to offer wildfire coverage through the California FAIR Plan. Unfortunately, the Commissioner’s deal, as originally written, limited FAIR Plan coverage to $20 million per entity and many HOAs, especially those with multiple buildings, are valued much higher. It just didn’t have the impact the Commissioner was hoping for.

Commissioner Lara hopes they can reduce the wildfire risks enough, that insurers that left California will come back due to this deal. We think HOAs overall will benefit. Ask your HOA insurance professional to keep you informed about the important issues impacting your insurance premiums.

For more information, see the July 26th announcement from the Department of Insurance about the increase to $100 million: https://www.insurance.ca.gov/0400-news/0100press-releases/2024/release031-2024.cfm

John Schuknecht CMCA, AMS is a former community manager who currently works as an Account Executive for LaBarre/Oksnee Insurance.

John can be reached at 657-207-4789 or JohnS@ hoa-insurance.com

IS ALL

MARKETING2025

FRIDAY, NOVEMBER 1, 2024

Marketing opens for Titanium and Platinum Sponsors to choose 2024 ads and sponsorships early (optional).

FRIDAY, NOVEMBER 15, 2024

CAI-CV Advertising and Sponsorship opportunities are available (first-come, first-served).

FRIDAY, DECEMBER 13, 2024

Friday, December 13th is the last day sponsors can receive 15 percent off 2025 sponsorships.

* 15% discount only available for online orders paid by credit card. ADVERTISING & SPONSORSHIP PLAN

COACHELLA VALLEY RESIDENTS LIVE IN HOAs BUILD YOUR BUSINESS BY PARTNERING WITH CAI-CV 80%

CAI-CV IS THE LEADING LOCAL SOURCE FOR EDUCATION & NETWORKING FOR THE VALLEY’S HOA INDUSTRY

WHAT’S NEW IN 2025?

2025 MARKETING PLAN - ONLINE STORE EASY TO USE - SAVE MONEY

CAI-CV’s new online marketing plan is easy, convenient, and saves time and money. You may select all your advertising and sponsorships for the entire year at the new online store. Purchase your selections with only 25% down as a deposit or pay in full. Receive 15% off the entire purchase until December 13th.

STEP 1 - LOG IN

Log in using your CAI-CV credentials. Typically, this is your email address and CAI-CV password. If you need help with logging in, contact: membership@cai-cv.org.

STEP 2 – FILL YOUR CART

Enjoy a shopping spree! Just like shopping on Amazon, you may fill your cart with all the sponsorships and advertising you want. You can easily manage your selections from the cart before checking out.

STEP 3 – CHECK OUT

Checkout is easy. You will need only 25% as a deposit at checkout, and you will save 15% off everything you select if purchased by December 13th. The remaining balance will be due in quarterly payments in 2025. You may, of course, pay in full. Make your selections soon since the online store is first-come, first-served.

QUARTERLY BILLING

After you pay the 25% deposit, you will need to plan to pay the remaining balance in four payments that will be due on:

Wednesday, January 15, 2025

Wednesday, April 16, 2025

Wednesday, July 16, 2025

Wednesday, October 15, 2025

PAPER (MANUAL) SUBMISSIONS ACCEPTED

If the online store is not your thing, you may submit your requests for advertising and sponsorships via email directly to Executive Director, Cal Lockett, at clockett@cai-cv.org. Sorry, there are no discounts for manual submissions.

HOW DO I GROW MY BUSINESS THROUGH CAI-CV?

3 EASY STEPS TO MAXIMIZE YOUR

BECOME A 2025 CORPORATE SPONSOR –INVEST $2,000 OR MORE IN ADVERTISING AND SPONSORSHIPS (SEE PAGE 3)

More than 100 CAI-CV Business Partners earn Corporate Sponsor status and receive thousands of dollars worth of free advertising.

JOIN A CAI-CV COMMITTEE

Joining a CAI-CV committee is the fastest way to build relationships that will help build your business and enhance your career. CAI-CV has 14 committees and more than 150 committee volunteers who manage the Chapter’s events and educational programs. To join a CAI-CV committee, all you need to do is fill out the Volunteer Form. (See pages 12-13)

ATTEND CAI-CV EVENTS

Attending CAI-CV events provides face-to-face opportunities with HOA decision makers. Signing up to attend CAI-CV events is easy on the web at WWW.CAI-CV.ORG. Remember, you can purchase a reserved table at most events so you will always have a place to sit with your clients. Managers and community board members enjoy being invited to events!

CAI MEMBERSHIP

CORPORATE SPONSORS ARE:

Considered for HOA Living Magazine featured articles

Considered for speaking and visible roles at CAI-CV events

2025 CORPORATE SPONSOR LEVELS

FIRST-COME, FIRST-SERVED

For all events, if more than one member chooses the same event or program, the member with the higher level of corporate sponsorship will have the first right of refusal. Invitations to be a guest speaker at CAI-CV events and to write feature articles for HOA Living, are made at the discretion of the committees and Chapter board, and will be based on corporate sponsor level.

Maximize your company’s investment by becoming a CAI-CV corporate sponsor. Simply invest $2,000 or more in advertising and sponsorship opportunities. Based on your sponsor level, you will receive the following extra promotions.

TITANIUM SPONSOR

INVEST

$12,000 OR MORE

• Opportunity to join the Board’s Strategic Planning Committee

• Opportunity to serve in highly-visible volunteer roles at CAI-CV events

• 500–word “Titanium Spotlight” article in one of HOA Living Magazine’s 12 issues

• Priority consideration for speaking at CAI-CV events

• Priority Mini Trade Show table assignments at CAI-CV events

• Priority sponsorship table assignments at CAI-CV events

• Logo with company hyperlink on CAI-CV’s website, www.CAI-CV.org

• Recognition as a Titanium Sponsor each month in HOA Living Magazine

• Recognition as a Titanium Sponsor in the directory

• Priority status for selecting next year’s advertising and sponsorship opportunities

PLATINUM SPONSOR

INVEST

$10,000 TO $11,999

500–word “Platinum Spotlight” article in one of HOA Living Magazine’s 12 issues

• Company listing with hyperlink on CAI-CV’s website, www.CAI-CV.org

Priority sponsorship table assignments (after Titanium) at CAI-CV events

• Recognition as a Platinum Sponsor each month in HOA Living Magazine Recognition as a Platinum Sponsor in the directory

• Priority status for selecting next year’s advertising and sponsorship opportunities

GOLD SPONSOR

INVEST $5,000 TO $9,999

• Listing with company hyperlink on CAI-CV’s website, www.CAI-CV.org

• Priority sponsorship table assignments (after Titanium and Platinum) at CAI-CV events

• Recognition as a Gold Sponsor each month in HOA Living Magazine

• Recognition as a Gold Sponsor in the directory

SILVER SPONSOR

INVEST $2,000 TO $4,999

• Listing with company hyperlink on CAI-CV’s website, www.CAI-CV.org

• Priority sponsorship table assignments (after Titanium, Platinum and Gold) at CAI-CV events

• Recognition as a Silver Sponsor in HOA Living Magazine

• Recognition as a Silver Sponsor in the directory

DATE, EVENT, AND SPONSORSHIP CHANGES

CAI-CV will make every effort to ensure that events will take place on the dates listed in the 2025 Marketing Plan. However, occasionally dates must be changed. If a date change is unacceptable to a sponsor, CAI-CV will credit the sponsor, and apply it to a future event, program or advertising.

WHAT YOU NEED TO KNOW

SCHOLARSHIP SPONSORS .... $300 PER EVENT

Most CAI-CV events offer a Scholarship Sponsorship. The money collected from Scholarship Sponsors will go to CAI-CV’s Carol A. Fulton Scholarship Fund, which is used to support manager members who request financial help for educational purposes. Scholarship Sponsors will be recognized on signage at the event and in HOA Living Magazine.

CLAC SPONSORS ...................... $300 PER EVENT

Most CAI-CV events offer a CLAC Sponsorship. The money collected from CLAC Sponsors will go toward CAI-CV’s annual commitment to the California Legislative Action Committee (CLAC), a nonprofit CAI educational affiliate. CLAC raises funds from all eight California chapters to educate legislators and track and advocate legislative solutions to common interest development (CID) issues. CLAC Sponsors will be recognized on signage at the event and in HOA Living Magazine.

NON-MEMBER SPONSORSHIP PRICING

Non-member pricing for CAI-CV advertising and sponsorships is 50% more than member pricing.

SIGN-IN FOR MEMBER PRICING

If you are purchasing sponsorships or advertising at CAI-CV.ORG, you must be signed in to the CAI-CV website as a member to receive member discounts. Email Membership@cai-cv.org if you need information about your login name and password.

RECOGNITION

CAI-CV does its best to fully recognize sponsors at events and programs. However, recognition as described in this plan is subject to change. Recognition in flyers may refer to electronic flyers. If recognition is mistakenly omitted, CAI-CV will offer an equal or better recognition opportunity at an upcoming event, program or in HOA Living Magazine.

CAI-CV welcomes suggestions on recognizing sponsors. Please contact the CAI-CV office at (760) 341–0559 with your ideas. To be recognized on printed materials or on the website, sponsorships must be paid at least 60 days prior to the event or program.

CANCELLATION POLICY

CAI-CV uses an accrual budgeting method so when a deposit is made and the sponsorships and ads are showing as sold, the dollars are counted as paid. CAI-CV committees use these dollar-commitments to plan and pay for venues and event setup. For this reason, cancellation or transferring of any advertising or sponsorships will result in a $100 administrative fee if cancelled or transferred more than 90 days prior to the event or advertising deadline. No refunds or transfers will be given for sponsorships or advertising less than 90 days prior to an event or advertising deadline.

When events are cancelled or changed due to circumstances beyond the control of CAI-CV, including a pandemic or other disasters, the Chapter will do its best to transfer sponsorships to advertising or nonevent related sponsorships. The Chapter is unable to provide cash refunds.

LATE PAYMENTS

If a member needs to postpone payment, they must send a request to the CAI-CV Treasurer by calling the CAI office at (760) 341-0559 immediately. Unless a new payment plan has been approved, members who are 90 days late will be suspended.

ADVERTISING IN HOA LIVING IS ONE

CAI-CV’s HOA Living Magazine is a full-color, coffeetable-quality monthly publication specifically published for our Chapter. HOA Living has won two CAI National Awards, maintaining its blueribbon quality for the past eight years. HOA Living is delivered to more than 2,000 Coachella Valley Chapter members and affiliates and thousands of HOA residents electronically and by subscription mail. Paper copies are available via subscription. See HOA Living Magazine under RESOURCES at www.cai-cv.org.

FOR STANDARD ADS, YOU CAN NOW REQUEST A SPECIFIC LOCATION (UNLESS OTHERWISE SOLD) IN THE MAGAZINE FOR AN EXTRA $200. CALL THE CAI-CV OFFICE TO REQUEST SPECIAL AD PLACEMENT.

All ads are electronically linked with ONE-CLICK to the advertiser’s website. Advertisers may add an email link or video link at no additional cost.

AD SIZES FOR HOA LIVING AND DIRECTORY

2025 MEMBERSHIP DIRECTORY

All CAI-CV members are automatically included in CAI-CV’s online and printed directory.

The CAI-CV membership directory is distributed electronically to all members and is available printed for $20. As a member of CAI-CV, you will receive one FREE listing in the directory. Business partners may purchase additional categories.

Place your company ad with name and/or logo on the front page of the CAI-CV website with your video (optional), and a click-through to company website.

NETWORKING

RELATIONSHIP BUILDING OPPORTUNITIES

2024 AWARDS

Friday, January 24, 2025, 5:30 PM

2024 Awards Night at Sun City Palm Desert (for all members)

BUSINESS PARTNER EVENT

Friday, March 28, 2025, 5:30 PM

Business Partner Event at the Classic Club (for all members)

SPRING GOLF

Friday, May 2, 2025, 7:00 AM

Annual Golf Tournament at Sun City Palm Desert (for all members)

COMEDY NIGHT

Friday, June 6, 2025, 5:30 PM

Comedy Night at Sun City Palm Desert (for all members)

BOWLING

Friday, July 11, 2025, 5:30 PM

Annual Bowling Tournament at Palm Springs Lanes (for all members)

OKTOBERFEST

Friday, October 24, 2025, 5:30 PM

Oktoberfest – at Pro Landscaping (for all members)

FALL HAPPY HOUR GOLF EVENT

Friday, November 14, 2025, 2:00 PM

Fall Golf Tournament at Shadow Mountain Golf Club

WINE TASTING & AUCTION

Friday, December 12, 2025, 5:30 PM

Wine Tasting & Auction, Venue TBD (for all members)

2025 AWARDS

Friday, January 23, 2026, 5:30 PM

Awards Night (for all members)

2024 AWARDS

The Chapter’s annual awards event recognizes and provides awards to volunteers who went above and beyond during the previous year. The theme is a Masquerade Ball and the committee has a great event in the works.

BUSINESS PARTNER EVENT

Each year, the Business Partner Committee hosts one of the Chapter’s best networking events at the Classic Club in Palm Desert. Mark your calendars to attend this awesome event!

SPRING GOLF

Join us for our full 18-hole golf tournament at Sun City Palm Desert, and for the awards luncheon afterward. Managers play free!

COMEDY NIGHT

Hosted by the Chapter’s Professional Managers Committee, this evening event raises funds for the Chapter’s Carol A. Fulton Scholarship Fund. Three comedians will keep you in stitches while you enjoy fantastic food and comradery. This year’s event will be at Sun City Palm Desert.

BOWLING

The annual bowling tournament takes over the entire Palm Springs Lanes venue. This is a great way to stay connected to Valley managers in the summer.

OKTOBERFEST

CAI-CV has its own Oktoberfest traditions. Come join in the fun and games, enjoy some great beer, and amazing food. This is one of the Chapter’s highest attended events.

FALL GOLF

Imagine the fun of happy hour golf! This easy going, nine hole tournament is designed for relationship building, with a happy hour reception following.

WINE TASTING & AUCTION

Join the Chapter for a wonderful evening at Shields Date Garden, tasting wine and spirits. Known for having the best Silent Auction (just before the holidays) in the Valley, you won’t want to miss this event.

2025 AWARDS

CAI-CV allows you to purchase sponsorships for both Awards events and count them toward Corporate Sponsor status in 2025 or 2026!

SUPPORT CAI-CV EDUCATION

MINI TRADE SHOWS CAI-CV’s Mini Trade Shows offer face-to-face NETWORKING with managers, board members, and business partners!

CAI-CV EDUCATION FOR ALL MEMBERS

EDUCATIONAL LUNCH PROGRAMS

& MINI TRADE SHOWS

FEBRUARY

Friday, February 21, 2025, 11:15 a.m.

Sun City Palm Desert (LUNCH)

Topic: Insurance & Risk Management

MARCH

Friday, March 21, 2025, 11:15 a.m.

Sun City Palm Desert (LUNCH)

Topic: Governing Documents

APRIL

Friday, April 18, 2025, 11:15 a.m.

Sun City Palm Desert (LUNCH)

Topic: ADA Compliance/Fair Housing

MAY

Friday, May 16, 2025, 11:15 a.m.

Sun City Palm Desert (LUNCH)

Topic: Conflict Resolution & Homeowner/Board Relations

OCTOBER

Friday, October 17, 2025, 11:15 a.m.

Sun City Palm Desert (LUNCH)

Topic: New Reserve Study Standards

NOVEMBER - LEGISLATIVE UPDATE

Friday, November 21, 2025, 11:15 a.m.

Sun City Palm Desert (LUNCH)

Topic: Legislative Update - New Laws & Regulations for HOAs

BOARD MEMBER EDUCATION

BOARD MEMBER WORKSHOPS

(CAI-CV & Desert Cities HOA Council)

JANUARY BMW

Tuesday, January 14, 2025, 11:00 a.m., TBD

Topic: TBD

FEBRUARY - BMW

Tuesday, February 11, 2025, 8:30 a.m., Via Zoom

Topic: Governing Document Management (Advanced)

MARCH - CAI’S BOARD CERTIFICATE COURSE

Tuesday, March 4, 2025, 9:00 a.m., TBD (All day event)

APRIL - BOARD MEMBER BOOTCAMP

Tuesday, April 8, 2025, 8:30 a.m., Via Zoom (Two hours)

Topic: Board Duties & Board Relations (Advanced)

AUGUST - BMW

Wednesday, August 13, 2025, 11:00 a.m., TBD

Topic: TBD

OCTOBER - BMW

Tuesday, October 7, 2025, 8:30 a.m., Via Zoom

Topic: Reserves (Advanced)

DECEMBER - ASK THE ATTORNEY

Friday, December 12, 2025, 3:30 p.m.

Shields Date Garden Theater

Topic: Free Legal Advice from Top HOA Attorneys

CITY HOA BOARD WORKSHOPS (FOR HOA BOARD MEMBERS, MANAGERS, RESIDENTS)

FEBRUARY - CITY OF INDIAN WELLS

Saturday, February 8, 2025, 10:00 a.m. VUE Grille, Indian Wells

MARCH - CITY OF PALM DESERT

Tuesday, March 18, 2025, TBD Palm Desert City Hall

MARCH - CITY OF INDIO

Saturday, March 29, 2025, 10:00 a.m.

Sun City Shadow Hills, Indio

MANAGER EDUCATION

FEBRUARY – CMCA REVIEW

Monday, February 24, 2025, 9:00 a.m., TBD

FEBRUARY – CID LAW COURSE

Monday, February 24, 2025, 9:00 a.m., TBD

JULY - CAM DAY 2025

Friday, July 25, 2025, 9:00 a.m. (All day event)

Sun City Palm Desert

DECEMBER - ASK THE ATTORNEY

Friday, December 12, 2025, 3:30 p.m.

Shields Date Garden Theater

Topic: Free Legal Advice from Top HOA Attorneys

BUSINESS PARTNER EDUCATION

FEBRUARY – EDUCATED BUSINESS PARTNER COURSE

Monday, February 24, 2025, 9:00 a.m., TBD

COMPANY NAME:

TERMS AND CONDITIONS

Benefits of sponsorships are subject to change without notice. Cancellation or transferring of any advertising or sponsorship will result in a $100 administrative fee per occurrence if cancelled or transferred more than 90 days prior to the event or advertising deadline. No refunds or transfers will be given for sponsorships or advertising less than 90 days prior to an event or advertising deadline. When events are cancelled or changed due to circumstances beyond the control of CAICV, including a pandemic or other disasters, the Chapter will do its best to transfer sponsorships to advertising or non-event sponsorships. The Chapter is unable to provide cash refunds. Some sponsorships show limits; however, these limits may change. All sponsorships are confirmed on a first–come, first–served basis. A signed contract or prepayment is required to guarantee all sponsorships and advertising. If payment is not received on time, sponsorships may be sold to others. All prices quoted are CAI-CV member pricing. Non–member pricing is an additional 50% over the printed price. If purchasing on line, you must be signed in to see member pricing. To be recognized as a Corporate Sponsor, selections must aggregate a total of $2,000 or more. Call the CAI-CV office at (760) 341-0559 if you need assistance.

MAKING A PURCHASE IS AGREEING WITH THE TERMS OF THIS CONTRACT.

JOIN A 2025 CAI-CV COMMITTEE

CAI-CV HAS 14 STANDING COMMITTEES, WITH MORE THAN 150 VOLUNTEERS. CAI-CV COMMITTEES HAVE BEEN RECOGNIZED WITH 27 CAI NATIONAL AWARDS IN THE PAST EIGHT YEARS.

ABOUT CAI-CV COMMITTEES

All CAI-CV members in good standing are eligible to serve on Chapter committees. Committees strive to have representatives from all three membership categories. CAI-CV members may serve on more than one committee. There is no cost to serving on a CAI-CV committee. Volunteers are always welcome.

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

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

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

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

ADMINISTRATIVE COMMITTEES

HOA Living Magazine Committee

• Publication of CAI-CV’s Award-Winning Monthly Magazine

• Advertising in HOA Living Legislative Support Committee

• Choose & Support CLAC Delegates

• Keep Members Apprised of HOA Legislation

• Grassroots Lobbying

• District Meetings with Legislators

Social Media Committee

• Social Media

• Internal Communications for CAI Events & Programs

• External Communications & Media Relations

Volunteer Committee

• Provide Volunteers for CAI-CV Events and Programs

Web & Tech Committee

• Web design and content review

• APP design

• Association Management System (AMS) design

EDUCATIONAL COMMITTEE

Education Committee

• In-person educational programs and mini trade show for all members.

• CAMDAY for managers and assistant managers

• Educated Business Partner Course for business partners

• Board Member Workshops (BMW) for Association Board Members and Desert Cities HOA Council members

• Common Interest Development (CID) Law Course

• CMCA Review Course

MEMBERSHIP SUPPORT COMMITTEES

Business Partner Committee

• Onboarding New Business Partner Members

• Organize Mini Trade Shows

• Outreach to Potential Business Partners

• Develop Marketing & Networking Opportunities

Homeowner Leader Committee

• Onboarding for New Homeowner Leader Members

• Outreach to Potential Homeowner Leaders

• Homeowner Leader Education & Publications

• CAI-CV Medallion Community Program

• CAI Homeowner Leader Certificate Program

• Desert Cities HOA Council Professional Managers Committee

• Onboarding for New Manager Members

• Outreach to Potential Manager Members

• Career Development & Statewide Job Board

• CAI-CV Carol A. Fulton Scholarship Fund

• Higher Education for Managers

• CAI National Courses & CAI Professional Designations

NETWORKING & FUNDRASING COMMITTEES

Awards Committee

• Annual Awards & Recognition Event

Bowling Committee

• Annual Bowling Tournament

Wine Tasting Committee

• Annual Wine Tasting Event Golf Committee

• Annual Golf Tournament(s) Oktoberfest Committee

• Annual Oktoberfest Celebration

2025 COMMITTEE VOLUNTEER FORM

First Name:

Last Name:

Employer/Company/Association Name:

Mailing Address:

City:

State: Zip:

Work Phone:

Cell Phone:

E-Mail Address:

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

Signature Date

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

INFLUENCE JOIN A CAI COMMITTEE

I WANT TO VOLUNTEER FOR THE FOLLOWING CAI-CV COMMITTEES

Awards Committee

Bowling Committee

Business Partner Committee

Education Committee

Golf Committee

HOA Living Magazine Committee

Homeowner Leader Committee

Legislative Support Committee

Oktoberfest Committee

Professional Managers Committee

Social Media Committee

Volunteer Committee

Web & Tech Committee

Wine Tasting Committee

49950 Jefferson Street, Suite 130-117

Indio, CA 92201

NOVEMBER

CAI-CV Legislative Update – Educational Lunch Program & TRADE SHOW

WHEN: Friday, November 15, 2024, 11:00 AM

WHERE: Sun City Palm Desert

REGISTRATION:

SPONSORSHIPS:

CAI-CV’s Fall Golf Tournament

WHEN: Friday, November 22, 2024, 2:00 PM

WHERE: Shadow Mountain Golf Club

REGISTRATION: SPONSORSHIPS:

DECEMBER

CAI-CV & Desert Cities HOA Council –BOARD BOOTCAMP & MANAGER EDUCATION

WHEN: Friday, December 6, 2024, 3:30 PM

WHERE: Shields Date Garden Theater, 80225 US Highway 111 (Jefferson & 111), Indio

REGISTRATION:

SPONSORSHIPS:

Sips & Shots Wine & Tequila Tasting – HOLIDAY SILENT AUCTION

WHEN: Friday, December 6, 2024, 5:30 PM

WHERE: Shields Date Garden, 80225 US Highway 111 (Jefferson & 111), Indio

REGISTRATION:

SPONSORSHIPS:

JANUARY 2025

CAI-CV’s Annual Awards (For 2024) & Casino Night

WHEN: Friday, January 24, 2024, 5:30 PM

WHERE: Sun City Palm Desert

REGISTRATION:

SPONSORSHIPS: