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
NEW AND RENEWING MEMBERS
NEW BUSINESS PARTNERS
AD MAGELLAN
Ms. Felicia Baker, CMCA, AMS (760) 519-3201
feliciab@admagellan.com
DESERT LUXURY POOLS
Mr. Peter Anderson (760) 567-7059
pete@desertluxurypools.com
PROSOCO, INC.
Mr. Luis De Simas (949) 617-8414
luis.desimas@prosoco.com
UNIVERSAL GREEN LLC
Mr. Salvador Moreno (760) 676-7031
salvador@universalgreen.llc
RENEWING BUSINESS PARTNERS
ALAN SMITH POOLS
Mr. Kevin Kostka (714) 628-9494 kevin@alansmithpools.com
AROSA HOME CARE
Ms. Jill Walmsley (949) 933-4100 jill.walmsley@arosacare.com
BEHR PAINT COMPANY
Mr. Christopher Cejka (949) 257-8107
ccejka@behr.com
BEN’S ASPHALT, INC.
Ms. Teri Braden (714) 231-0100 teri.braden@bensasphalt.com
CRT ROOFING CO.
Mr. Jorge Solano (909) 782-0352
jorgejr@crtroofing.com
FLOOD RESPONSE
Mr. Christopher Cellini (610) 633-9346 chris@floodresponse.com
GREEN BRYANT & FRENCH, LLP
Mr. Ronald Green (760) 346-9310 rgreen@gbflawyers.com
NPG ASPHALT
Ms. Kymberli Burke (760) 822-3258 kymberliburke@npgasphalt.com
PATROL MASTERS SECURITY GROUP, INC.
Mr. Peter Costello (877) 648-0602 peter.costello@patrolmasters.com
PRECISION CONCRETE CUTTING
Mr. Gary Beneduci (888) 881-9616 garyb@safesidewalks.com
PRECISION CONSTRUCTION AND PAINTING
Mr. Evan Murray (805) 724-6837 operations@precisionpainting.com
SCOTT CORPORATION, APAC
Mrs. Krista Scott (760) 568-5544 kscott@thescottcorp.com
SUPERIOR ROOFING
Mr. Brandon Ewart (800) 761-6272 bjewart@cox.net
SWEDELSON GOTTLIEB
Ms. Sandra Gottlieb (310) 207-2207 ext. 202 slg@sghoalaw.com
THE NAUMANN LAW FIRM, PC
Ms. Elaine Gower (619) 980-3281 elaine@naumannlegal.com
RENEWING MANAGEMENT COMPANIES
ASSOCIA DESERT RESORT MANAGEMENT
Mr. Mark Dodge, CMCA, AMS (760) 346-1161 mdodge@drminternet.com
PRIME ASSOCIATION SERVICES
Ms. Shelie Xanthos (800) 706-7838 sheliexanthos@theprimeas.com
REALMANAGE
Ms. Candra Rodriguez (714) 288-2620 ext. 5737 candra.rodriguez@realmanage.com
THE MANAGEMENT TRUST, DESERT REGION
Mr. Damian Jenkins (760) 776-5100 ext. 6317 damian.jenkins@managementtrust.com
NEW MANAGERS
SUN CITY PALM DESERT COMMUNITY ASSOCIATION
Mr. Brent Ehrenreich (442) 529-4506
brent.ehrenreich@scpdca.com
SUN CITY PALM DESERT COMMUNITY ASSOCIATION
Ms. Boyoung Kim (760) 625-7465
boyoung.kim@scpdca.com
RENEWING MANAGERS
ASSOCIA DESERT RESORT MANAGEMENT
Mr. Sean Archer (760) 346-5481
sarcher@drminternet.com
Ms. Renee Bender, CMCA (760) 345-1954 ext. 102 renee@theresorter.com
Mr. Shaun Mingus (760) 346-1161 smingus@drminternet.com
Mr. Samuel Rodriguez, CMCA, AMS, PCAM (760) 346-1161 srodriguez@drminternet.com
Ms. Kristin Berryhill-Hood (760) 346-1161 kberryhillhood@drminternet.com
Mrs. Jayme Fakehany, CMCA, AMS (760) 808-0821 jfakehany@gmail.com
Mr. Richard Johnson, CMCA, AMS (541) 948-2860 rore@me.com MILLENNIUM MANAGEMENT
Mrs. Elizabeth Weber, CMCA, AMS (760) 834-8948 ext. 205 liz@mcmiskey.com
MORNINGSIDE COMMUNITY ASSOCIATION
Mrs. Michele Abdelnour, CMCA, AMS (760) 328-3323 mabdelnour@morningsideca.com
THE MANAGEMENT TRUST, DESERT REGION
Mrs. Tiffany Kaldenbach, CMCA, AMS, PCAM (760) 224-4590 tiffany.kaldenbach@managementtrust.com
Ms. Madison Lippert (909) 915-5757
ml.lippert98@gmail.com
Mr. Spencer Mathey, CMCA, AMS (909) 838-0486 spencer.mathey@managementtrust.com
NEW HOMEOWNER LEADERS
DESERT PRINCESS HOMEOWNERS ASSOCIATION
Mr. Martin Backstrom
Mr. Roland Ewert
Mr. Ernie Hall
Mr. Mike Hope
Mr. Gary Maehara
MIRA VISTA AT MISSION HILLS
Mr. James Byerrum
MISSION LAKES COUNTRY CLUB
Mr. Greg Stark
PALM SPRINGS SUNDIAL HOMEOWNERS ASSOCIATION
Ms. Valerie Cook
Mr. Richard Pass
Mr. David Pena
VERANO AT RIO VISTA VILLAGE
Ms. Kim Hung
Mr. Eric Segall
VILLA CABALLEROS
Mr. Brian Earp
RENEWING HOMEOWNER LEADERS
DESERT PRINCESS HOMEOWNERS ASSOCIATION
Mrs. Sue Bergstrom
Ms. Maureen Carlson
PALM SPRINGS SUNDIAL HOMEOWNERS ASSOCIATION
Mr. Leonard Dazzo
Mr. Neal Williams
SILVER SANDS HOMEOWNERS ASSOCIATION
Ms. Cynthia Bordeaux
Mr. James Carey
Mr. Ronald Hinton
Mr. Neil Jacoby
Mr. Ray Jacoby
Mr. Dennis Kluy
Ms. Linda Kluy
Mr. Bob Kuhn
Ms. Renae Kuhn
Ms. Carolyn Norman
Mr. Keith Ranger
Mr. John Schretlen
Ms. Mercedes Segall
Mr. Nick Yaron
JENNIFER JAMES, ESQ.
& Managing Attorney of the Coachella Valley, Roseman Law, APC
ASHLEY LAYTON, PCAM, AMS, CMCA CO-CHAIR
Premier Community Association Management
MIKE TRAIDMAN BOARD LIAISON
Mira Vista at Mission Hills HOA
SIERRA CARR, CMCA, AMS, CCAM, PCAM Associa Desert Resort Management
GLENN A. MILLER, CGCS Southwest Landscape & Maintenance, LLC
LILY ORTEGA Pro Landscaping Inc.
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.
HOLLY SMITH Desert Resort Management
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
SUBSCRIBER SERVICES
With First Citizens Community Association Banking, formerly part of the bank’s CIT division, you can count on continued service from the experts you know. And as one of the nation’s
Choose Educated Business Partners
Julie R. Balbini, Esq., Fiore Racobs & Powers, A PLC
Micha Ballesteros, Cartwright Termite & Pest Control, Inc.
Roxi K. Bardwell, Advanced Reserve Solutions, Inc.
Rodney Bissell, Bissell Design Studios, Inc.
Gary Butler, Asphalt MD's
Linda Cardoza, Alliance Association Bank
Will Cartwright, Cartwright Termite & Pest Control, Inc.
Christopher Cellini, Flood Response
Todd Chism, PatioShoppers
DJ Conlon, Poppin Promotional Products
Lori Fahnestock, Powerful Pest Management
Julie Frazier, Frazier Pest Control, Inc.
Victoria Germyn, Teserra
Elaine Gower, The Naumann Law Firm, PC
Michael Graves, SCT Reserve Consultants
Amanda Gray, Harvest Landscape, Inc.
Jennifer James, Esq., Roseman Law, APC
Erin Kelly, Banc of California
Megan Kirkpatrick, Kirkpatrick Landscaping Services
Jared Knight, Precision Construction & Painting
Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP
Matt Lawton, CIC, CIRMS, OCV Insurance Services
Larry Layton, Kirkpatrick Landscaping Services
Alison LeBoeuf, Sherwin-Williams
Mike Mastropietro, OCBS, Inc.
Chris Meyer, Asphalt MD's
Greg Morrow, Eagle Roofing Products
Fran Mullahy, Conserve LandCare
Bridget Nigh, BEHR Paints
Matt Ober, Esq., Richardson Ober DeNichilo LLP
Lily Ortega, Pro Landscape
Chet Oshiro, EmpireWorks
Mallory Paproth, SCT Reserve Consultants
Elisa Perez, Esq., Epsten, APC
Jay Powell, Ben's Asphalt
Dana Pride, Automation Pride
Mike Rey, LaBarre/Oksnee Insurance Agency
Kelly Richardson, Esq., Richardson Ober DeNichilo LLP
Brent Sherman, Animal Pest Management Services, Inc.
Liz Williams, AMS Paving
Taylor Winkle, Roof Asset Management
Bevan Worsham, AMS Paving
Jolen Zeroski, First Citizens Bank
PRESIDENT
MARK DODGE, CMCA, AMS Branch President & CEO Associa Desert Resort Management
PAST PRESIDENT
JULIE BALBINI, ESQ. Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC
SECRETARY
BG (RET) GUIDO PORTANTE Director, Mira Vista at Mission Hills HOA
TREASURER
JOLEN ZEROSKI, CMCA VP, Regional Account Executive First Citizens Bank
DIRECTOR
CLINT ATHERTON, PCAM General Manager, Sun City Palm Desert
DIRECTOR
BRIAH CASTILLO, BUSINESS DEVELOPMENT Ivan’s Painting
DIRECTOR
MANDIE CHLARSON, PRINCIPAL NLB Consulting & Elections
DIRECTOR
BRUCE LATTA, CMCA Manager, Indio Properties/President, Desert Cities HOA Council
DIRECTOR
MICHELLE LOPEZ, CMCA, AMS Director of Community Management, Powerstone Property Mgmt.
DIRECTOR
LILY ORTEGA, CMCA Office Manager, Pro Landscape
DIRECTOR
MIKE TRAIDMAN President, Mira Vista at Mission Hills HOA Commissioner, CAMICB
CONTACT US
CAI Coachella Valley 49950 Jefferson Street, Suite 130-117 Indio, CA 92201 (MAIL ONLY) (760) 341-0559 | www.cai-cv.org
JILL PRENDERGAST Executive Director Jill.Prendergast@cai-cv.org
The materials contained in this publication are designed to provide our members with timely and authoritative information; however, the CAI Coachella Valley Chapter is not engaging in the rendering of legal, accounting or other professional types of services. The Coachella Valley Chapter has not verified and/ or endorsed the contents of these articles or advertising. Readers should not act on the information contained herein without seeking more specific professional advice from legal,
or other experts as required.
Christina Baine DeJardin,
APresident’s Message
Mark Dodge, CMCA, AMS Branch President and Chief Executive Officer Desert Resort Management – an Associa Company
s we step into April, I’d like to take a moment to reflect on the tremendous progress we made in March. It was an eventful month that strengthened our community presence and reinforced our commitment to education and networking. From the City of Palm Desert HOA Town Hall to the City of Indio HOA Workshop, we made significant strides in engaging with HOA board members, homeowners, and industry professionals. Our participation in the ONE-PS Annual Picnic & Community Expo and the CVWD Water Conservation Expo for HOAs also provided invaluable opportunities to connect with and support HOA communities throughout the Coachella Valley.
STRENGTHENING OUR COMMUNITY
One of our key initiatives this year is community outreach. With nearly 80% of local residents living in HOA communities, it’s essential that they are aware of CAI-CV and the valuable educational resources we offer. By equipping HOA board members with the knowledge and tools to make informed decisions, we are furthering our mission to promote effective and successful community associations.
Equally vital to our mission are the dedicated HOA managers whose tireless work ensures our communities thrive. Their leadership, expertise, and commitment to ongoing education are integral to the success of well-managed, vibrant HOAs. We are grateful for their hard work and encourage them to take full advantage of CAI-CV’s networking and educational opportunities.
We also want to recognize the invaluable support of our Business Partners. Their expertise and services are crucial to the continued success of our communities, and we encourage all members to strengthen their connections with them to enhance our network.
LOOKING AHEAD: APRIL EVENTS
• April 8 – BMW/DCHC Board Bootcamp, 8:30 AM (Zoom)
• April 18 – Educational Lunch & Mini Trade Show (Sun City, Palm Desert)
• April 22-24 – CLAC Legislative Days (Sacramento)
• April 28 – Spring Golf Tournament (Sun City, Palm Desert)
LEADERSHIP THROUGH EDUCATION 2025
These events offer fantastic opportunities for networking and education. Whether you’re looking to expand your knowledge of HOA decision making, connect with industry professionals, build relationships with your HOA manager, or simply meet new people, these events provide the perfect platform to do so. Engaging with others and becoming more informed will help you make a stronger impact on your community’s success.
MAXIMIZE YOUR MEMBERSHIP
To make the most of your CAI-CV membership, I encourage you to:
• Attend our educational lunches and mini trade shows
• Participate in social networking events
• Join a committee – Our committees meet once a month via Zoom for an hour. This is a great way to build relationships with fellow members, including HOA board members, Business Partners, and HOA managers, while also having a direct hand in shaping events and decisions.
• Share your feedback – Reach out to Jill Prendergast, our Executive Director, and let us know how we can better serve you.
As we continue to grow and evolve throughout 2025, your input is invaluable. This year is one of growth and change, and we’re eager to hear from you. Together, we can ensure CAI-CV remains a strong, supportive resource for HOA communities.
Thank you for your ongoing support and engagement. I look forward to seeing you at our upcoming events and working together to make 2025 a truly remarkable year for CAI-CV!
Best regards,
Friday, April 18, 2025, 11:15 a.m. Sun City Palm Desert
CAI-CV EDUCATIONAL
PROGRAM & MINI TRADE SHOW
CONFLICT RESOLUTION, HOMEOWNER RELATIONS, AND BOARD RELATIONS
GUEST SPEAKERS
Ashley Layton, PCAM, AMS, CMCA Vice President, Premier Community Association Management
Laurie Poole
Alison Greiner
Marcy Kravit, CMCA, AMS, PCAM, CFCAM, CSM Senior Director of Community Association Relations - Emerging Markets
THANK YOU TO OUR APRIL LUNCHEON & MINI TRADE SHOW SPONSORS!
EXHIBITOR TABLE SPONSORS:
• Accurate Termite & Pest Control
• Action Property Management
• Alliance Association Bank
• BRS Roofing, Inc.
• C.L. Sigler & Associates, Inc.
• Coachella Public Safety
• Cooper Coatings
• EmpireWorks
• First Citizens Bank
• Gardner Outdoor and Pool Remodeling
• Hotwire Communications
• MC Builder Corp
NEW SPONSORSHIP OPPORTUNITY!
Announcing a new sponsorship opportunity for all 2025 Educational Lunches and Mini Trade Shows!
ME + 3 SPONSORSHIP – $300
INCLUDES:
• Registration for one Business Partner
• Registration for three Managers or Homeowner Leaders (HOA Board Members) of your choice
• Additional colleague tickets available for $45 each
REGISTRATION FOR HOA HOMEOWNER LEADERS & MANAGERS
• MEMBERS: $45 • NON-MEMBERS: $75
CLICK HERE or scan QR code to Register
• Old California Fine Lighting
• Patrol Masters Inc.
• Precision Painting & Reconstruction
• SCT Reserve Consultants
• Signarama
• Vista Paint Corporation
NOTEBOOK SPONSOR:
• Gardner Outdoor and Pool Remodeling
MANAGER TABLE SPONSORSHIP:
• Asphalt MD’s
• NLB Consulting & Elections
EMAIL JILL PRENDERGAST FOR SPONSORSHIPS AT JILL.PRENDERGAST@CAI-CV.ORG
THANK YOU
2025 CORPORATE SPONSORS
TITANIUM
Associa Desert Resort Management
C.L. Sigler & Associates, Inc.
Fiore, Racobs & Powers, A PLC
Gardner Outdoor and Pool Remodeling
Hotwire Communications
Lloyd Pest Control
Signarama
PLATINUM GOLD
AMS Paving, Inc.
BRS Roofing, Inc.
Cooper Coatings EmpireWorks
First Citizens Bank
Flood Response Management
MC Builder Corp
Powerstone Property Management
Precision Painting & Reconstrustion
SILVER
Accurate Termite & Pest Control
Alan Smith Pool Plastering & Remodeling
Alliance Association Bank
Association Reserves
Banc of California
Charter Communications
Delphi Law Group
Dunn- Edwards, Corp
Epsten, APC
Horizon Lighting
Ivan’s Painting
NLB Consulting & Elections
Patrol Masters, Inc.
SCT Reserve Consultants
Sierra Dawn Estates HOA
Southwest Landscape & Maintenance
SouthWest Security
Sun King, Electric, Inc.
Vista Paint Corporation
APRIL
Tuesday
CAI-CV 2025 CALENDAR
Monday
JUNE
Friday 6 Annual Comedy Night, 5:30 PM Sun
Thursday 19 Juneteenth Day Optional Holiday Tuesday 24
JULY
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 RAP Conference Center
SEPTEMBER
NOVEMBER
TH-FR 1-2
LAS BRISAS NORTH
A VIBRANT MEDITERRANEAN-STYLE COMMUNITY IN THE DESERT
By Loni Peterson, CACM, AMS, LSM, PCAM
Las Brisas North, a well-established community of 188 single-family homes, offers residents a tranquil living experience in the heart of the desert. Located at Avenue 46 and Avenida Diamante, this charming neighborhood features one-story Mediterranean-style homes and a welcoming atmosphere that draws in families and individuals alike. With its Mediterranean-inspired homes, large lots, and friendly community atmosphere, Las Brisas North offers an ideal living environment for those seeking peace, comfort, and convenience in the desert.
COMMUNITY OVERVIEW AND MANAGEMENT
Founded in 2003, Las Brisas North is a fully built-out community, providing a mature and well-maintained living environment. The association is professionally managed by Desert Resort Management, under the experienced guidance
of Gretchen Redewill, a certified professional manager with numerous designations, including CCAM-PM, CMCA, AMS, and PCAM.
“We’re proud to manage a community where homeowners are friendly, welcoming, and dedicated to maintaining a vibrant neighborhood,” said Redewill. “It’s a true pleasure to work with such committed residents.”
ARCHITECTURAL STYLE AND FLOOR PLANS
The homes in Las Brisas North are designed in the timeless Mediterranean architectural style, with terracotta roofs, stucco exteriors, and spacious layouts. There are four available floor plans in the community, ranging from three-bedroom, two-bath homes to four-bedroom, three-bath homes. Each residence comes with a three-car garage, offering plenty of space for parking and storage.
HOME PRICES AND AMENITIES
Currently, homes in Las Brisas North are priced between $589,000 and $750,000, making it an appealing option for those seeking a well-built home in a desirable location. The community boasts a number of amenities, including a park located near the entrance, although this is not included in the monthly assessment.
Residents enjoy a sense of openness, especially with the large lots and the added benefit of RV parking—a unique feature that distinguishes Las Brisas North from other similar communities in the area.
PROXIMITY TO KEY LOCATIONS
Las Brisas North’s location is ideal for those who appreciate the convenience of being close to essential amenities. The community is located near the Empire Polo Grounds, JFK Hospital, medical buildings, and Highway 111. Shopping centers and the Indian Palms Golf Course are also just a short drive away, ensuring that everything residents need is within easy reach.
COMMUNITY LIFE AND CHALLENGES
What many homeowners like most about living in Las Brisas North is the tight-knit community and the peaceful atmosphere. Board member Morgen Bentsen shared, “I love my home and my community. When I first saw what was to be my house, I fell for it quickly. I rushed to get my bid in and closed the deal as fast as possible. All these years later, I am still in love with both!”
Despite the community’s overall serenity, one challenge residents face is the increase in traffic during festival weeks, as the nearby Empire Polo Grounds host events that draw large crowds.
GOVERNANCE AND SERVICES
The community is governed by a five-member board, which oversees important decisions and ensures the smooth operation of the neighborhood. In addition to the board, several committees, including the Architectural, Garage, Newsletter, and Welcoming Committees, work to foster community engagement and maintain high standards throughout the association.
Las Brisas North also partners with several CAI-CV Business Partners, including CPA – Newman for accounting services and Asphalt MD’s for paving and maintenance needs.
CONTACT INFORMATION
For more information about Las Brisas North or to inquire about available homes, residents and prospective buyers can contact: Gretchen Redewill Phone: 760-346-1161 Email: gredewill@drminternet.com.
Loni Peterson, CACM, AMS, LSM, PCAM, is the General Manager with Vintage Group. You can reach Loni at Loni@VintageGroupre.com or call 760-620-5013 x 2
WELCOME ABOARD
Discover Platinum Security, Inc.: Your Premier Partner for Gated Community Security in Coachella Valley
In today’s world, where feeling safe means everything, Platinum Security, Inc. is here to help protect what matters most. For over 25 years, we’ve proudly stood as a trusted name in dependable, innovative, and people-focused security services. Based in Los Angeles, we’ve earned the trust of communities and industries alike by truly understanding their needs and delivering tailored solutions that make a difference.
We’re thrilled to bring our expertise closer to home for even more people. With the recent expansion of our services in the beautiful Coachella Valley, we’re excited to connect with the vibrant neighborhoods and gated communities that make this area so special. At Platinum Security, it’s about more than just security—it’s about building peace of mind and creating safer spaces together.
OUR COMMITMENT TO YOU
Platinum Security isn’t just a service provider—it’s a partner in protection.
Platinum Security specializes in meeting the unique needs of gated communities, where maintaining a safe and welcoming environment is essential. Our security experts work closely with homeowners’ associations, property managers, and residents to design tailored programs that safeguard both people and property. From the lush green fairways of luxury golf communities to the serene desert hideaways, Platinum Security is dedicated to ensuring that every resident feels secure.
Our dedicated team of trained professionals ensures every client feels prioritized, offering tailored services like:
By Jennifer Felder
Miranda Legaspi is the President of Platinum Security, Inc., an ASIS member and active committee member in CAI. She can be reached at mlegaspi@platinumsecurity.com.
• Uniformed Officers
• Vehicle and Bicycle Patrols
• Access Control & Parking Enforcement
• And so much more!
BUILT ON PEOPLE, FUELED BY PASSION
At Platinum Security, we understand that outstanding service starts with extraordinary people. We’ve cultivated a culture where team members are empowered to grow and thrive. By offering robust training, professional development, and a supportive work environment, Platinum Security has achieved one of the lowest employee turnover rates in the industry.
Our people-first philosophy ensures that when you work with us, you’re not just hiring a guard—you’re gaining a
dedicated professional who is committed to your safety.
A LEADERSHIP TEAM YOU CAN TRUST
What makes Platinum Security truly unique is the depth of knowledge and experience embedded in its leadership. Comprised of former law enforcement and military personnel, along with seasoned loss prevention executives, the management team brings unparalleled expertise to every client relationship. Their insights and dedication help ensure that Platinum Security delivers cutting-edge solutions in an ever-changing security landscape.
WHY CHOOSE PLATINUM SECURITY?
When it comes to protecting what matters most, Platinum Security is a name you can trust. We don’t just meet expectations—we surpass them. With a legacy of success, an employee-centric approach, and a passion for delivering unparalleled service, Platinum Security is the premier choice for all your security needs.
YOUR SECURITY JOURNEY STARTS HERE
We’re excited to meet you! Visit us today at PlatinumSecurity.com and discover why Platinum Security, Inc. is the partner you’ve been looking for. No two clients are the same, and we treat every engagement with the attention to detail it deserves.
Please reach out and say hello to Jennifer Felder at (909) 893-6083 or via email at jfelder@platinumsecurity.com.
Insurance Tips for Leaving Your Second Home
By John Schuknecht, CMCA, AMS
Heading out of town for a while? Whether it’s a vacation home, or just an empty property, leaving your second home can raise concerns. But if you keep in mind the tips below, you can ensure your property stays as safe and sound as possible while you’re away. Here are some quick easy tips to help protect your second home in your absence!
TELL YOUR INSURANCE COMPANY!
You should let your personal insurance company know that you will be leaving your second home vacant for a while. The reason being many standard homeowners’ policies do not cover properties left empty for more than 30 days. You might need to consider updating your coverage to a “vacant home” policy. So, inform your personal insurance company and have a quick conversation with your agent.
LOCK EVERYTHING DOWN!
“IF YOU DON’T ALREADY HAVE ONE, CONSIDER INSTALLING A SECURITY SYSTEM OR A CAMERA SYSTEM.“
Securing your home is crucial when you’re not around. If you don’t already have one, consider installing a security system or a camera system. A security system with cameras, motion detectors, etc. can help you watch over your property
when you are away and has the potential to help lower your insurance premiums (depending on your carrier). Just make sure your installation follows the association’s governing documents! Consider using smart cameras and lights. There is so much new technology out right now that can easily be accessed via your phone or set on a certain schedule (different rooms, different times, etc.). This will help make your home look like someone is still around and inside. And finally, and arguably the most important and simple, ensure all entry points are securely locked and consider reinforcing sliding doors with extra locks for even more protection. CAI has great resources and business partners that can assist in all of these areas.
PREVENT WATER & FIRE DAMAGE!
Water and fire are big risks when no one’s around. So, turn off your water and check your smoke detectors, fire extinguishers, fire sprinkler systems, etc. Shutting off the water can prevent leaks and burst pipes, especially in cold climates. The desert is home to snowbirds from all over. This tip is extra important for those of you leaving colder weather to warm up with those of us enjoying the Coachella Valley sun.
“SO, TURN OFF YOUR WATER AND CHECK YOUR SMOKE DETECTORS, FIRE EXTINGUISHERS, FIRE SPRINKLER SYSTEMS, ETC.”
HAVE SOMEONE CHECK IN!
Find a trusted individual and ask them to stop by every so often to check on your home. This could be a trusted property manager, friend, or neighbor. They can act as your boots on the ground and identify anything suspicious or potentially problematic early, like leaks or storm damage. Also, along these same lines, have the same trusted individual pick up your mail, packages, newspapers, etc. to prevent burglars from spotting your absence.
INVENTORY CHECK/VALUABLE ITEMS!
Before taking off, consider the valuable items you are leaving behind and ask yourself: “Should I take this with me?” At the very least, taking a quick inventory of the valuable items in your home will prompt you to look for those items when you return. You can also ask that trusted individual who you are going to have visit your property check on those items. Plus, it might also be a good reason and time to have a conversation with your personal insurance agent to make sure those items are properly protected on your personal policy. Remember, the association’s insurance policies do not cover any of your personal belongings.
DO YOU RENT IN YOUR ABSENCE?
If you rent out your second home, it is strongly recommended to obtain landlord insurance. Standard homeowners’
policies typically won’t cover rental properties. Landlord insurance covers things like tenant-caused damage and liability. It is also a great idea to require any renters to carry their own insurance to protect their belongings and limit any potential liability.
CONSIDER YOUR UTILITIES!
If you won’t be around and are not using your second home, and won’t be renting, it’s a good idea to adjust your utilities. Shutting down non-essential utilities can save you money and prevent accidents like gas leaks or electrical failures. If you live in a colder climate and are headed to the Coachella Valley for warmer weather, winterizing your home can prevent frozen pipes.
By following these tips, you can keep your second home safe while you’re away as well as keep your primary home safe while you are enjoying your time in the Coachella Valley. With a little preparation, you can enjoy your time away without worrying about your property.
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
ADA COMPLIANCE, FAIR HOUSING, AND DIVERSITY TRAINING
THANK YOU!
Guest Speakers
Christina DeJardin, Esq.
Delphi Law group, LLC
Tim Mahar, Esq.
Tinnelly Law Group
Trade Show Booth Sponsors
Accurate Termite & Pest Control
Alan Smith Pool Plastering & Remodeling
AMS Paving, Inc.
Arosa Care
Banc of California
BRS Roofing, Inc.
C.L. Sigler & Associates, Inc.
Coachella Valley Public Safety
Cooper Coatings
Delphi Law Group
Desert Luxury Pools
EmpireWorks
Hotwire Communications
Labarre/Oksnee Insurance-Mike Rey
Lloyd Pest Control
Nissho of California, Inc.
O’Connell Landscape Maintenance
Old California Fine Lighting/America’s
Finest Lighting
One Structural
PatioShopper
Precision Concrete Cutting
Precision Painting & Reconstruction
SCT Reserve Consultants
Signarama
Southwest Landscape
Manager Table Sponsorship
Asphalt MD’s
Scholarship Sponsorship
Epsten, APC
Me + 3 Sponsorships
Fiore Racobs & Powers, A PLC
Hotwire Communications
Sherwin Williams Paint Company
16th Annual Palm Springs Picnic and Community Expo
By Bruce Latta CMCA, CFE
The chapter participated in the 16th Annual Palm Springs Picnic and Community Expo, which took place on March 22nd at Ruth Hardy Park. Our logo was featured on their website as we were the Double Platinum sponsor of the event. The city’s Department of Communities’ One Palm Springs organization produced the event. Additionally, we set up a display booth with information about our chapter. It was staffed by several of our dedicated volunteers, including Mike Traidman, Guido Portante, David Scott, Steven Shuey, Jay Jarvis, and our board president, Mark Dodge. They spent the day engaging attendees, answering questions, and distributing literature about the chapter.
Bruce Latta CMCA, CFE, is a Parc La Quinta Homeowners Association member, where he served on the board for four years, two years as president. He is a member of the CAI-CV Board of Directors and Chair of the Desert Cities HOA Council. He is the Property Manager for Indio Properties Land Development. He can be reached at PLQHOABLatta@gmail or (760) 285-5617.
The Powerstone CV Team
Since 1993 Powerstone has served HOA’s of all types throughout California and in the Coachella Valley with integrity, professionalism, and an old-fashioned neighborly smile. We treat our clients as if they were neighbors because they are. Our spirit of service is why clients stay with us and has helped us become one of the leading property management firms in California and the Coachella Valley. Contact Michelle Lopez, Director of Community Management, and discover how top-notch service, attention to detail, and a willingness to do what it takes can help your HOA prosper. For more information visit www.powerstonepm.com. Or call Michelle at 760-469-4315.
Proud Sponsor of
Michelle Espinoza, CCAM® Senior Community Association Manager
Ronnica Marroquin, Associate Manager
Connie Kozlowski, Associate Manager
Ashley Herrera, CCAM® Community Association Manager Kaitlin Panster, Office Manager
Monica Alvarado, CCAM® Community Association Manager Michelle Lopez, CACM® AMS® CCAM® Director of Community Management
PLANTING SUMMER ANNUAL FLOWERS IN THE COACHELLA VALLEY: A
GUIDE TO VIBRANT, DESERT-FRIENDLY GARDENS
By Lily Ortega
The Coachella Valley offers an ideal setting for vibrant gardens that can thrive under intense sunlight and scorching summer heat. While our arid climate and high temperatures present unique challenges, they also offer the opportunity to grow stunning summer annual flowers that flourish with proper care. Whether you’re a seasoned landscaper or a beginner, this guide will help you plant and maintain a colorful, drought-tolerant garden that can withstand the heat of the desert.
EMBRACING THE DESERT CLIMATE
The key to success in this environment is selecting flowers that can handle extreme heat, full sun, and minimal rainfall. Choosing the right plants is crucial for both beauty and water conservation. Luckily, many summer annuals are perfectly suited for desert conditions and can add vibrant color to your landscape, even in the hottest months.
BEST SUMMER ANNUALS FOR THE COACHELLA VALLEY
When it comes to annual flowers that thrive in the Coachella Valley, heat tolerance is a must. Consider the following colorful blooms that are well-suited to the valley’s hot summers:
• Marigolds: Known for their bright, cheerful colors, marigolds are an excellent choice for Coachella Valley gardens. They’re hardy in high heat, resistant to pests, and relatively lowmaintenance. Plant them in sunny spots where they’ll bloom prolifically throughout the summer.
• Zinnias: These bold, colorful flowers are a favorite for desert gardeners. Zinnias are heat-tolerant, drought-resistant once established, and they thrive in full sun. Their vibrant hues of pink, red, orange, and yellow can add a lively pop to your garden.
• Vinca: Vinca thrives in hot climates and once established, vinca is drought resistant. It produces vibrant flowers in shades of pink, red, white, and purple adding a lively color to your landscape.
• Lantanas: These sun-loving flowers are perfect for the Coachella Valley’s climate. Lantanas are not only heat- and drought-tolerant, but they also attract pollinators like butterflies and hummingbirds. Their clusters of colorful blooms add texture and vibrancy to any garden.
• Verbena: Verbena is another low-maintenance flower that thrives in desert conditions. Known for its cascading growth and bright colors, verbena is ideal for ground cover or hanging baskets, providing a colorful display throughout the summer months.
TIPS FOR PLANTING AND CARE
Successful gardening in the Coachella Valley requires a bit of planning and care. Here are some tips to help your summer annuals flourish:
1. Timing is Key: The best time to plant summer annuals in the Coachella Valley is in late March or early April, after the last frost. This timing allows plants to establish their roots before the intense summer heat hits.
2. Soil Preparation: The valley’s sandy soil tends to drain quickly, which can leave plants vulnerable to drought stress. To improve soil retention, mix in organic matter like compost to help retain moisture and provide nutrients. A layer of mulch around the base of plants will further help to keep the soil cool and conserve water.
3. Watering Wisely: While annuals require regular watering to establish themselves, it’s important to follow water conservation practices. Water early in the morning to reduce evaporation, and use deep watering techniques to ensure roots get enough moisture. Once established, most heat-tolerant annuals will require less frequent watering.
4. Sun Exposure: Many summer annuals thrive in full sun, but some, like petunias, benefit from partial shade in the hottest parts of the day. Be sure to assess the sun exposure of your garden and plant accordingly.
CONCLUSION
Planting summer annual flowers in the Coachella Valley can transform your garden into a vibrant, desert-friendly oasis. By selecting the right flowers— such as marigolds, zinnias, petunias, lantanas, and verbena—and following smart planting and watering techniques, you can enjoy a beautiful, colorful garden all summer long. The valley’s hot, dry climate may present challenges, but with careful preparation, you can create a thriving garden that stands out amidst the desert landscape.
Lily Ortega is the Business Development Manager for Pro Landscaping Inc. and she also currently serves on the CAI-CV Board of Directors. Pro Landscaping Inc. is a leading landscaping company in the Coachella Valley. Please contact Lily at lily@proland-inc.com for more information.
How to Determine the Right Reserve Allocation
By Sean Erik Andersen, PRA, RS
As we approach budget season, it is important to understand how to budget for the monthly Reserve allocation. Approximately 15-40% of the budget is dedicated to Reserves, so it is very important that we get the number right.
The process begins with creating the component list in the Reserve Study. As always, we rely on National Reserve Study Standards to guide us in creating the component list. To be a Reserve component, the component must comply with the National Reserve Study Standards three-part test. The component should be the association’s obligation to maintain, its lifespan and costs should be reasonably anticipated, and the cost should be significant to the association.
“THE COMPONENT SHOULD BE THE ASSOCIATION’S OBLIGATION TO MAINTAIN, ITS LIFESPAN AND COSTS SHOULD BE REASONABLY ANTICIPATED, AND THE COST SHOULD BE SIGNIFICANT TO THE ASSOCIATION.”
Once the component list is established, we determine the percent funded. Percent funded is the ratio at the first day of the Fiscal Year of the projected Reserve Balance to the Fully Funded Balance, expressed as a percentage. Once we know the percent funded, we know how well prepared or unprepared the association is for future expenses and plan accordingly.
Once a component passes the three-part test, we need to establish its useful life, remaining life, and cost. The lives are established by visual inspections for site visit Reserve Studies as well as industry standards for components, internal database experience, individual history for the client and vendor recommendations. The costs are established by the following: actual client cost history, current proposals, comparison to Association Reserves database of work done at similar associations, vendor recommendations, and reliable national industry cost estimating guidebooks.
We need to create a plan that prepares the association for those expenses. To create this plan, we need to establish the rate of deterioration for the components. This is calculated by dividing the component’s current cost estimate by its useful life. An example would be if asphalt sealing is being done every four years for $20,000, the deterioration rate for the asphalt would be $5,000 per year. This is summed for all components.
“PERCENT FUNDED IS THE RATIO AT THE FIRST DAY OF THE FISCAL YEAR OF THE PROJECTED RESERVE BALANCE TO THE FULLY FUNDED BALANCE, EXPRESSED AS A PERCENTAGE.”
“KNOWING THE PERCENT FUNDED AND THE RATE OF DETERIORATION WILL HELP US TO CREATE THE RIGHT BUDGETED RESERVE ALLOCATION.”
Now that we have the deterioration rate of the components, we need to see if the current monthly Reserve allocations offset the deterioration rate. If the allocations match the rate of deterioration, the percent funded will generally stay consistent. If the allocations are less than the rate of deterioration, the percent funded will decrease. If the allocations are higher than the rate of deterioration, the percent funded will increase.
Knowing the percent funded and the rate of deterioration will help us to create the right budgeted Reserve allocation. If the association is underfunded, we will need to “step on the gas” and budget a Reserve allocation that is higher than the rate of deterioration. This will allow for the Reserve funds to increase in strength over the years and ultimately achieve full funding. If the association is fully funded at 100% funded, allocations at the rate of deterioration will allow for the association to maintain that position.
Knowing these figures will help you create a stable, budgeted Reserve Funding Plan. This ensures the association collects sufficient funds from owners who benefited from these assets, so the association is financially prepared for future expenditures when replacements are needed.
Sean Erik Andersen, PRA, RS is the president of Association Reserves. There are locations in Orange County, Inland Empire and the Coachella Valley. He can be reached at sandersen@reservestudy.com or (949) 481-0421.
CAI New Reserve Study Best Practices
CAI’s updated reserve study standards urge communities to incorporate preventive maintenance and structural inspections into budget planning tools.
The 2023 Reserve Study Standards provide guidance and methodology in the preparation of reserve studies for all varieties of community association ownership types and physical configurations. Learn how to build a safe and successful future for your community.
CTA Reporting and Enforcement Has Been Suspended Indefinitely
By Alison M. Greiner, Esq.
The Treasury Department (Treasury) has announced that the March 21, 2025 reporting deadline for filing under the Corporate Transparency Act (CTA) has been suspended, and the Treasury will not be enforcing penalties or fines associated with the reporting rule against domestic reporting companies, their beneficial owners and U.S. citizens, even after the upcoming rule changes take effect. Instead, the Treasury intends to narrow the scope of the CTA’s reporting requirements to foreign reporting companies and non-U.S. citizen owners only. Although this indefinite suspension came after a series of whirlwind announcements and numerous changes to the reporting deadline over the past couple months, it seems likely this change will stick, and Congress will move forward with amending the CTA to reflect this reporting standard.
The Treasury announced their intention is to narrow the scope of the rule to foreign reporting companies only. “Foreign reporting companies,” under the current CTA, are entities (including corporations and limited liability companies) formed under the law of a foreign country
that have registered to do business in the U.S. by filing a document with a secretary of state or any other similar office. Most, if not all, community associations will not fall under this description.
The fight is not over yet though. This proposed narrowing of the rule by the Treasury Department may still be subject to legal challenge. The CTA language will need to be amended in order to reflect the exclusion of domestic companies and U.S. citizens as the current language is inconsistent with the narrowed scope proposed by the Treasury. This change seems logical, seeing as how the law was enacted to prevent and combat financial crimes, terrorist financing, money laundering, and tax fraud. However, the final version is yet to be seen.
This is good news for homeowners associations and especially for community members serving on the association’s board, as most will no longer be burdened with registration under the CTA and if already registered, they
do not need to keep that information updated. For those entities that have already filed under the CTA, it is not clear what will happen to the data provided.
CAI has been aggressively advocating against the CTA’s application to homeowners associations and will continue their efforts despite the recent suspension. CAI is moving forward with the federal lawsuit that was filed, seeking both a one-year delay of implementation of the CTA’s reporting requirements and an exemption for community associations.
Alison M. Greiner, Esq., Adams | Stirling, PLC. Adams Stirling is California’s premier law firm dedicated to residential and commercial associations. Alison can be reached at (800) 464-2817 and/or agreiner@adamsstirling.com.
SPONSOR
The Recognized Authority in Community Association Law
Fiore Racobs & Powers is a pioneer in residential and commercial community association law in Southern California, strictly limiting its practice of law to representing common interest development associations. Fiore Racobs & Powers has earned the trust and confidence of its clients for more than 50 years. It has four Southern California offices located in Coachella Valley, the Inland Empire, Orange County, and San Diego County.
The Firm was founded on the core value of people making a difference through the practice of law. They are dedicated to the success of community associations through the practice of law, the education of their clients and industry professionals, and the advancement of public policy.
THEIR PRACTICE AREAS INCLUDE:
• CC&Rs, Rule and Architectural Enforcement
• Legal Opinions
• Elections/Recalls
• Appeals
• Contract Review
• Governing Document Amendment
• Assessment Collection
• Litigation
• Small Claims Assistance & Preparation
• General Legal Services
The Firm is fourteen attorneys strong. Julie R. Balbini, Esq., who has practiced law in the Valley since 2002, is a Shareholder and the Managing Attorney of the Coachella Valley office. She has been very active in CAI-CV. Julie is the Immediate Past President, having served as President for 2023 – 2024. She also serves on the Web/ Tech Committee and as the Board Liaison to the Social Media Committee. Julie was honored with the chapter’s Educational Program of the Year in 2023 and again in 2024. She was also awarded the 2023 Volunteer Business Partner of the Year and 2020 Distinguished Service Award.
HOA Complimentary Services
• Expert On-Site Consultation and Assistance
• Job Walk / Surface Checklist
• Scope of Work Development
• Detailed Property
Paint Specifications
• Project Records
• Contractor Referral Service
• Training for Maintenance Staff
• Maintenance Account
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• Professional Interactive Digital Color Renerings Alison LeBoeuf
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HOA Account Executive (949) 294-3565 alison.l.leboeuf@sherwin.com
FIND US ONLINE AT www.westpacroof.com Contractors Lic. # 235717
A highlight in the firm’s history was representing the plaintiff in Villa De Las Palmas Homeowners Association v. Terifaj from trial to the California Supreme Court. In that case, the Palm Springs association sought to enforce a new “no pets” restriction in the association’s amended and restated CC&Rs. The association prevailed at trial, and in the Court of Appeal. The California Supreme Court then took up the case and made the landmark ruling that restrictions added to an association’s recorded declaration by amendment are entitled to the same presumption of reasonableness as the restrictions in the original declaration.
• Employee and Homeowner Discounts ASK SHERWIN WILLIAMS ABOUT YOUR NEXT
The Firm’s relationship with CAI began in the early 1980s, when CAI was one of the few organizations that promoted education for community associations and the professionals who support them. The Firm recognized the importance of education to both the industry and legislators in Sacramento. The Firm’s founder, Richard S. Fiore, Esq., CCAL, played a major role in forming the California Legislative Action Committee (“CLAC”) in the 1980’s and served as Chair from 1991-1994, during its pivotal growth years. The Firm continues to be active in promoting the industry’s objectives in the legislative arena.
Fiore Racobs & Powers looks forward to continuing its close relationship with CAI as part of its commitment to making a difference through the practice of law.
CAI-CLAC
TWO MINUTE UPDATE ON YOUTUBE:
2025 1st Quarter CAI-CLAC Legislative Update
By Robert M. DeNichilo, Esq., CCAL
CAI’s California Legislative Action Committee (CLAC) finished 2024 strong and, in 2025, hit the ground running in pursuit of its legislative agenda, which included allowing emergency assessments to cover the cost of insurance premiums and liability protection for associations and board members who are unable to purchase the level of insurance coverage required by CC&Rs for a reasonable cost, or at all. While the bill introduction deadline passed without CLAC being able to secure an author for its proposed bills, we continue working and are hopeful of getting some cleanup legislation into an omnibus bill.
In addition to pursuing its legislative agenda, CLAC is taking positions on several bills that were introduced that will significantly impact associations and managers. AB-739 (Jackson) would require all managing agents to be licensed real estate brokers. It is unclear what the goal of the legislation is or why it would benefit owners or associations, given that the requirements to obtain a real estate broker’s license have nothing to do with managing a community association. CLAC is opposing the bill and continues to have discussions with the author.
CLAC also has a second bill on its radar. Under the guise of creating additional options for affordable housing, SB-677 (Wiener) would expand on 2022’s SB 9, which prevented cities and counties from banning owners from splitting their lots. SB 9 did not apply to community associations, but SB-677 is directly aimed at associations and would prohibit community associations from enforcing any CC&Rs provision that prevents an owner from splitting lots. CLAC is opposed to this bill.
SB-546 (Grayson) seeks to repeal Civil Code section 5501, which permits a board to meet its obligation to review financial documents on a monthly basis by having either all board members or a subcommittee of the board consisting of the treasurer and at least one other board member to review the documents outside of a meeting so long as the review is ratified at the next board meeting and the ratification is reflected in the minutes. If this bill passes and becomes law, the only way a board would satisfy the obligation to review financials on a monthly basis would be to have a meeting each month, causing those associations that meet bi-monthly or quarterly to incur additional expenses. CLAC is opposed to this bill.
CLAC also continues its efforts to encourage the legislature to address the insurance crisis in California and meets regularly with legislators and staff to discuss this complex issue.
AB-1 – CLAC is neutral.
AB-69 – Prior to renewal of a FAIR Plan policy, a broker of record must first see if it can be moved to a market insurance company. CLAC in support.
AB-226 – Allows FAIR Plan to issue bonds. CLAC in support. CLAC is also hosting its annual Advocacy Week with in-person visits with legislators in the State Capital from April 22-24, 2025. Those unable to attend in person should consider participating in CLAC’s virtual visits with legislators and staff on Wednesday, April 23, 2025. Last year’s Advocacy Week was an unprecedented success, and we hope to repeat and exceed those efforts in 2025. If you are interested in attending, either in person or virtually, or would like to sponsor the event, please visit CAICLAC.com/advocacy-week for more information.
Robert M. DeNichilo, Esq., CCAL CLAC Legislative Co-Chair; Orange County Regional Chapter Delegate
APRIL 28TH
Registration – 6:30 a.m.
Start time – 8:00 a.m.
Location – Sun City, Palm Desert
Summerizing Your Home To Protect Your Investment
By John Schuknecht, CMCA, AMS
Many desert homeowners are familiar with winterizing their homes, but did you know that “summerizing” your home is just as important? Leaving your home unattended for months presents risks, including costly water damage from broken pipes, humidity issues, and electrical hazards. Taking preventive measures can help protect your home, community, and wallet.
A/C TIPS
Neglecting your air conditioning while away can lead to high energy bills and humidity problems. Consider the length of your stay and adjust accordingly:
• Place 5-gallon buckets of water around the home to maintain some moisture, preserving furniture and artwork.
• Set your AC to 90-95 degrees or turn it off if you’re away for an extended period.
• Schedule routine AC maintenance and change the air filter before leaving.
• Unplug appliances to reduce heat load and energy waste.
REFRIGERATOR & KITCHEN PREP
• If leaving for months, empty and clean the refrigerator, prop the door open, and place a baking soda box inside to prevent odors.
• Empty the freezer and turn off the ice maker to avoid slow leaks.
• Pour a mix of water and vinegar down the garbage disposal to prevent bacteria buildup.
PLUMBING PRECAUTIONS
Water leaks can cause significant damage, especially in shared walls like condos. To avoid costly repairs:
• Turn off the main water supply or shut off supply valves to toilets, sinks, and the ice maker.
• If you have a water filtration system, turn off the backwash switch or unplug it.
• Pour 1/3 cup of bleach into toilet bowls to prevent bacteria growth and wrap them in plastic to prevent evaporation.
• Turn off and drain your water heater to prevent sediment buildup.
ELECTRICAL SAFETY
Unplugging appliances reduces fire risks and energy costs. Power surges can cause fires, so follow these precautions:
• Unplug washers, dryers, TVs, and small appliances when not in use.
• Hire an electrician to perform a maintenance check before you leave.
HOME SECURITY & MAINTENANCE
Protecting your home from potential intruders is crucial. Here are a few security measures:
• Inform condo management of your absence and provide emergency contact information.
• Stop mail and newspaper subscriptions or ask a neighbor to collect them.
• Use light timers in different rooms to simulate activity.
• Close all windows, blinds, and curtains to prevent sun damage and deter intruders.
• Secure sliding doors with dowels for extra security.
CONSIDER A HOUSE SITTER
The best way to ensure your home stays safe is to have someone check in periodically. Whether a friend, family member, or professional service, occasional visits can help catch issues early before they become costly problems. By taking these preventive steps, you can reduce the risk of damage and return to your home with peace of mind. While no plan is foolproof, proper preparation significantly lowers the chances of unexpected issues. Safe travels!
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
Updates from Your Legislative Support Committee
By Christina Baine DeJardin, Esq.
Corporate Transparency Act (CTA)
In the never-ending saga regarding the implementation of the CTA beneficial ownership reporting requirements, on March 2, 2025, the U.S. Treasury Department announced the suspension of enforcement of the CTA against U.S. citizens and domestic reporting companies. The Treasury Department stated, in part, that “not only will [the Treasury Department] not enforce any penalties or fines associated with the beneficial ownership information reporting rule under existing regulatory deadlines, but it will further not enforce any penalties or fines against U.S. citizens or domestic reporting companies or their beneficial owners after the forthcoming rule changes take effect either.” In the same announcement, the Treasury Department indicated that it will propose rulemaking that would narrow the scope of the reporting requirements to foreign reporting companies only.
On the heels of this announcement, CAI issued a statement that the Treasury Department’s action “is interpreted to mean the Corporate Transparency Act and its reporting requirements are no longer in effect for U.S. citizens or domestic reporting companies, including all applicable community associations.” CAI’s full update is available at: https://www.caionline.org/advocacy/advocacy-priorities-overview/ corporate-transparency-act/.
In short, the prevailing view is that associations, which were largely subject to the CTA reporting requirements, will not need to provide any beneficial ownership information to the Treasury Department’s Financial Crimes Enforcement Network. However, considering the roller coaster ride that has been the implementation of the CTA reporting rule, associations should continue to monitor this issue and any new rulemaking proposed by the Treasury Department.
AB 739
On February 18, 2025, Assembly Bill 739 (AB 739) was introduced by Assembly Member Jackson that would add new Civil Code Section 5378 to the Davis Stirling Act. This new statute would require managing agents of common interest developments to hold a real estate broker license issued by the state. There is yet no analysis of AB 739 provided on the California Legislative Information website, but the bill may be heard in committee on March 21, 2025. Undoubtedly, both CAI’s legislative wing, the California Legislative Action Committee (CLAC)
and CAI-CV’s local Legislative Action Committee will be keeping close tabs on this bill. You can monitor the status of this bill on the Legislative Information web site at: https://leginfo.legislature. ca.gov/
Advocacy Week
“CAI REPRESENTATIVES WILL HAVE THE OPPORTUNITY TO ADVOCATE DIRECTLY TO LAWMAKERS OR THEIR STAFF.”
CAI’s annual Advocacy Week will be held from April 22-24, 2025. This is the time that CAI educates California lawmakers about bills that would affect associations, both positively and negatively. CAI representatives will have the opportunity to advocate directly to lawmakers or their staff. This is also a great opportunity to meet industry peers from all over the state. Advocacy Week will be held in person in Sacramento but anyone who cannot be there in person can attend Virtual Bill Briefing and Legislative Meetings on Wednesday, April 23, 2025, via Zoom. If you would like to attend Advocacy Week, you can register at: https://caiclac.com/ advocacy-week/.
If your association would like to support CLAC in its efforts to guard against unreasonable and costly laws that negatively impact associations, consider donating by going to: https:// caiclac.com/donate/.
Christina Baine DeJardin, Esq. is an attorney for the Delphi Law Group, LLP. She is a past president of the Chapter and serves on the Programs Committee and on CAI-CV’s Legislative Support Committee. Christina is also one of the Chapter’s two Delegates to the California Legislative Action Committee (CLAC). Christina may be reached at (844) 433-5744, extension 705, or by email at cdejardin@delphillp.com.
TUESDAY, APRIL 8
Time: 8:30 AM
Location: Zoom
FRIDAY, APRIL 18
Lunch Program & Trade Show
Time: 11:15 AM
Location: Sun City Palm Desert
TUESDAY, APRIL 22 – THURSDAY, APRIL 24
Location: Sacramento
MONDAY, APRIL 28
Time: 8:00 AM
Location: Sun City Palm Desert
TIME HONORED Rosie Galla
By Mike Traidman
Rosie Galla’s career in community association management is a reflection of dedication, growth, and a deep love for her work and family. With over 40 years of experience, Rosie’s journey is shaped by her commitment to continuous learning, personal development, and a strong sense of community.
Outside of her professional life, Rosie enjoys traveling—whether it’s visiting family and friends in Europe, wine tasting in Napa, or spending time at the beach. These experiences allow her to connect with different cultures and recharge, mirroring her approach to building relationships and fostering community.
Her career began with the Certified Community Association Manager (CCAM) classes when she entered the industry. She continued her education by earning multiple designations, including Certified Manager of Community Associations (CACM), Association Management Specialist (AMS), and Professional Community Association Manager (PCAM). Rosie also holds specialty certifications in High Rise and Portfolio Management, enhancing her versatility and expertise in community management.
"Over the years, she has worked for two management companies and enjoys helping homeowners resolve concerns while fostering a culture of continuous learning within her team.”
Rosie’s love for history and classical music also shapes her perspective. She enjoys historical books, particularly about the British monarchy of the 15th century, and is a fan of classical music, with Pavarotti being her favorite tenor. Her appreciation for traditional German folk music reflects her European heritage, which plays a significant role in her life.
Born in Switzerland and married to her Austrian husband for over 40 years, Rosie and her family maintain strong ties to Europe. Fluent in German,
they regularly visit relatives across Switzerland, Austria, and Germany. They also cherish spending time with their U.S.-based children and grandchildren, including their 18-month-old grandson in the Bay Area.
Rosie’s professional journey includes experience working in a wholesale nursery with her husband, where she gained valuable vendor-side insights. This perspective shapes how she collaborates with boards to enhance communities. Over the years, she has worked for two management companies and enjoys helping homeowners resolve concerns while fostering a culture of continuous learning within her team.
Rosie’s story is one of perseverance, passion, and a lifelong commitment to growing both personally and professionally, always striving to make a positive impact on the communities she serves.
Mike Traidman is a Director of CAI-CV, the President of Mira Vista at Mission Hills HOA, and a Commissioner for the Community Association Managers International Certification Board (CAMICB). Mike can be reached at mtraidman@yahoo.com.
Desert Pruning
By Glenn A. Miller, CGCS
One of the most common issues with pruning and landscape varieties in the Coachella Valley is the rounding of landscape materials that changes the plant or tree forever. Consistently trimming and shaping landscape elements can cause long-term health damage to trees and plants. When a branch is trimmed, the plant or tree goes into shock, conserving resources to the roots and trunk. Over time, this leads to a bush which has leaves only on the last tip of the branches and is woody throughout the inside. This also leaves bushes and trees open to disease and pests.
To keep landscape elements healthy on a long-term basis, hard cutback trimming should be done seasonally, and the plant or tree should be allowed to grow naturally. Hard trimming should remove 30-60% of the growth depending on the type of plant or tree, and then trimming should only be completed for building, street, or sidewalk clearance. Trimming in this sustainable manner will help the plant or tree stay healthy and strong, which makes them better able to survive extreme summer and winter temps. This means that fewer plants and trees will be lost during the summer heat, and fewer will need to be replaced. Remember a lot of the plant materials used were meant to be replaced anywhere from 5-10 years excluding trees.
Glenn A. Miller, CGCS, is the Vice-President of Operations of Southwest Landscape & Maintenance, LLC located in Indio. Glenn is also a Councilmember with the City of Indio. He can be reached at (760) 347-3388 or by email at glenn@swlandscape.net.
MEET THE COMMITTEE CHAIR Sammy Ahmad –Awards Committee Chair
By Mike Traidman
Our new Awards Committee chair, Sammy Ahmad, has been a CAI-CV volunteer for five years and helped make the January awards banquet our best yet. As the new chair he hopes to increase the attendance. His vision is to make this event like the Oscar’s.
Sammy is the CEO of Patrol Masters Security Services headquartered in Santa Ana, CA which he started in 2006. With over 300 employees servicing the LA/San Diego/Coachella Valley, his company specializes in HOAs with some commercial accounts as well. His ability to utilize advanced technologies has enabled him to continually grow the company. His was the first company to have each security guard have a laptop in their cars speeding up the information on parking enforcements for his clients.
Sammy lives with his wife and daughter, who is 15-1/2 and still in high school. His son, Andrew, 31, also works for Patrol
"As the new chair he hopes to increase the attendance. His vision is to make this event like the Oscar’s.”
Masters. Sammy was just made a grandfather. Congratulations!
In his brief spare time Sammy loves snowboarding and riding his off-road vehicle usually in Big Bear. He likes to take short but many vacations and he and his wife love traveling.
Originally from Amman, Jordan, Sammy came to the U.S. in 1991 and attended Cypress College in Cypress, CA. After college Sammy worked in security and eventually rose to vice president in that company. Afterwards, he went out on his own and started Patrol Masters.
Sammy just joined our Business Partner Committee, and we are looking forward to his contribution there. He is asking for more volunteers to join the Awards Committee to help make next year’s event even better. You can reach Sammy at: sammy.ahmad@patrolmasters.com.
Mike Traidman is a Director of CAI-CV, the President of Mira Vista at Mission Hills HOA, and a Commissioner for the Community Association Managers International Certification Board (CAMICB). Mike can be reached at mtraidman@yahoo.com.
Water Bottles Make a Difference
By Coachella Vally Water District (CVWD)
EARTH DAY, CELEBRATED ANNUALLY ON APRIL 22, PROVIDES A GREAT OPPORTUNITY TO SHARE IDEAS ON HOW TO BE GOOD STEWARDS OF THE LAND:
• Cut back on water use
• Reduce, reuse, and recycle
• Volunteer for cleanups
• Convert your lawn into a desert-friendly and water-efficient landscape
• Learn about environmental issues and share them with others
Another way to do your part regularly is by using a reusable water bottle – a convenient and easy way to stay hydrated, live sustainably, and conserve resources.
HERE ARE MORE REASONS TO USE REUSABLE WATER BOTTLES AND DITCH THE PLASTIC:
• Save money on water costs. Water that is bottled or sold in vending machines or stores costs up to a thousand times more per gallon than tap water. CVWD tap water costs less than a penny per gallon.
• Reusable water bottles are an eco-friendly alternative to single-use plastic water bottles, which often
end up in landfills and pollute our waterways and oceans. According to projectcleanwater. org, of the plastic water bottles purchased in the United States, only 23% are recycled.
• On average, Americans use about 13 disposable water bottles per month, according to Earthday. org. By using a reusable water bottle, you could save about 156 plastic bottles annually.
In addition, most bottled water is filtered tap water from a municipal source like CVWD’s system.
CVWD customers enjoy groundwater pumped from the aquifer that is nearly pristine and requires little to no treatment to meet all state and federal water quality standards. Throughout most of the Coachella Valley, only a small amount of chlorine is added as a precautionary measure to ensure compliance with drinking water regulations. CVWD employees also monitor the water system and test more than 17,000 water samples per year.
To learn more about CVWD drinking water and ways to be more environmentally sustainable, visit cvwd.org.
By Coachella Vally Water District (CVWD). To learn more about CVWD drinking water and ways to be more environmentally sustainable, visit cvwd.org.
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