NEW AND RENEWING MEMBERS
NEW BUSINESS PARTNERS
HIDROKLEAR, LLC
Mr. Roberto Flores (602) 617-4893 sales@hidroklear.com
RESORT CARPET AND TILE CARE
Mr. Matt Mcleroy (760) 423-8670 resortcarpetandtilecare@gmail.com
SUPERIOR FENCE & RAIL
Ms. Brianna Spence (804) 353-6999 ext. 246 bspence@empowerfranchising.com
RENEWING BUSINESS PARTNERS
A7 GROUP, INC.
Mr. Adam Rohrbaugh (866) 210-2080 info@a7arch.com
ASPHALT MD’S
Mr. Gary Butler (760) 863-4500 gary@asphaltmds.com
COOPER COATINGS, INC.
Mr. Marshall Cooper (760) 250-3034 marshall@coopercoatings.com
FIORE, RACOBS & POWERS, A PLC
Ms. Julie Balbini, Esq. (760) 776-6513 jbalbini@fiorelaw.com
FLANDERS PAINTING
Mr. Michael Zweber (909) 273-0466 zpaintingoffice@gmail.com
GURALNICK & GILLILAND, LLP
Mrs. Melissa Platt (760) 340-1515 ext. 123 melissap@gghoalaw.com
INTERNATIONAL PAVING SERVICES, INC.
Ms. Rosanna Hancey (909) 794-2101 ext. 130 rosanna@ipspaving.com
SEGAL INSURANCE AGENCY, INC., FARMERS INSURANCE GROUP
Mr. Steven Segal (818) 481-9589 steve@segalins.com
STRATEGIC RESERVES
Ms. Karla Amador (951) 693-1721 kamador@src-reservestudy.com
TESERRA
Mr. James Harebottle (760) 398-9222 jimh@teserraoutdoors.com
TINNELLY LAW GROUP
Ms. Ramona Acosta (949) 588-0866 ext. 1012 ramona@tinnellylaw.com
VANTAGE POINT CONSTRUCTION, INC.
Ms. Cami Staviski (760) 340-5157 vpcofficemgr@gmail.com
WESTLAKE ROYAL ROOFING SOLUTIONS
Mr. Jon Wilson (714) 412-6244 Jwilson6@westlake.com
NEW MANAGERS
FIRSTSERVICE RESIDENTIAL CALIFORNIA, LLC
Ms. Krystal Conrad (208) 217-8888 krystal.conrad@fsresidential.com
FIRSTSERVICE RESIDENTIAL CALIFORNIA, LLC
Ms. Tiya Jones (760) 834-2482 tiya.jones@fsresidential.com
LAKE COUNTRY CLUB ASSOCIATION
Mr. Ricky Potts (812) 240-4310
PERSONALIZED PROPERTY MANAGEMENT CO.
Ms. Heidi Grasl (760) 325-3419 hgrasl@ppminternet.com
SUNRISE COUNTRY CLUB
Ms. Carmen Gomez (760) 328-6549 cgomez@sunrisecountryclub.com
SUNRISE COUNTRY CLUB
Ms. Allison Mendez (760) 328-6549 amendez@sunrisecountryclub.com
THE MANAGEMENT TRUST, DESERT DIVISION
Ms. Kristen Hargrove (757) 619-6284 khargrave@desertprincesscc.com
Ms. Marlene Logan (425) 330-4273 mdlogan218@gmail.com
RENEWING MANAGERS
ALBERT MANAGEMENT, INC.
Mr. Ricky Rapp, CMCA, AMS (760) 799-0744 rick.rapp@albertmgt.com
ALDERWOOD RESORT MANAGEMENT
Mr. James Crawford (909) 866-6531 ext. 405 scrawford@lagonitalodge.com
ASSOCIA DESERT RESORT MANAGEMENT
Ms. Karen Brimhall (760) 346-1161 kbrimhall@drminternet.com
ASSOCIA DESERT RESORT MANAGEMENT
Mrs. Karena Figueroa Luttmers (760) 346-1161 kluttmers@drminternet.com
ASSOCIA DESERT RESORT MANAGEMENT
Ms. Maria Guffey (760) 772-2092 mguffey@drminternet.com
ASSOCIA DESERT RESORT MANAGEMENT
Ms. Roberta Happ, CMCA, AMS (951) 233-8288 bhapp@drminternet.com
ASSOCIA DESERT RESORT MANAGEMENT
Ms. Jennifer Huntsman (760) 331-9469 jhuntsman@drminternet.com
ASSOCIA DESERT RESORT MANAGEMENT
Mr. David Lawrence (760) 346-1161 dlawrence@drminternet.com
ASSOCIA DESERT RESORT MANAGEMENT
Ms. Ronnica Marroquin (760) 346-1161 rmarroquin@drminternet.com
ASSOCIA DESERT RESORT MANAGEMENT
Ms. Julie Mogolis, CMCA, AMS (760) 393-5211 jmogolis@drminternet.com
ASSOCIA DESERT RESORT MANAGEMENT
Mr. Bill Overton, PCAM (858) 886-6655 woverton@drminternet.com
ASSOCIA DESERT RESORT MANAGEMENT
Ms. Steffenie Tollette (760) 346-1161 stollette@drminternet.com
DESERT PRINCESS HOMEOWNERS ASSOCIATION
Ms. Theresa Kellerhals, CMCA (760) 342-4215 ext. 6234 teri.kellerhals@managementtrust.com
PMI-COACHELLA VALLEY
Mr. Kevin Crawford, CMCA (760) 223-9050 kevin.crawford@pmi-cv.com
PREMIER COMMUNITY ASSOCIATION MANAGEMENT
Ms. Alexus Pavia, CMCA (760) 345-2449 apavia@brcpcam.com
SUN CITY PALM DESERT COMMUNITY ASSOCIATION
Mr. Travis Radtke (415) 481-1111 travis.radtke@scpdca.com
Mrs. Stacy Atherton (714) 392-2573 stacyatherton@icloud.com
NEW HOMEOWNER LEADERS
CANYON SHORES CONDOMINIUM ASSOCIATION
Mr. Larry Rudy
Mr. Brad Spangler
RENEWING HOMEOWNER LEADERS
CANYON SHORES CONDOMINIUM ASSOCIATION
Ms. Sally Armitage
Mr. Dell Jones
Mrs. Debra Sween
Mr. Todd Kelly, CMCA
JENNIFER JAMES, ESQ. CHAIR
Partner & 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
GLENN A. MILLER, CGCS Southwest Landscape & Maintenance, LLC
LILY ORTEGA Pro Landscaping Inc.
JASON SAVLOV, ESQ. Adams | Stirling, PLC
JOHN SCHUKNECHT LaBarre/Oksnee Insurance
SIERRA CARR, CMCA, AMS, CCAM, PCAM Associa Desert Resort Management
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
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.
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
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.
APresident’s Message
Mark Dodge, CMCA, AMS Branch President and Chief Executive Officer Desert Resort Management – an Associa Company
s we welcome the month of March, I’m excited to reflect on the progress we’ve made as an organization. Last month, we held a fantastic Leadership Training meeting where we gathered to discuss our goals for CAI-CV in 2025 and beyond. We are energized by the changes on the horizon, and even more so by the dynamic group of leaders guiding our chapter forward. With fresh ideas and a growth mindset, this team is ready to take CAI-CV to new heights.
One of the key takeaways from our Leadership Training is the importance of staying connected with our members. We hope to start holding these meetings on a quarterly basis, providing an ongoing platform where we can continue to listen to you, make adjustments, and implement positive changes as we move forward. We value our members deeply and want to ensure that your voices are heard as we work together to make meaningful improvements to our chapter.
As we continue this journey, we are deeply grateful to our volunteers. Your contributions form the very foundation of CAI-CV’s success. Whether you serve on a committee, support our events, or offer your time and expertise, your involvement truly makes an impact.
I would also like to extend a special thanks to Steven Shuey, who has been instrumental in helping our new Executive Director, Jill Prendergast, navigate the transitional period. His support and guidance have been invaluable as Jill steps into her role. In recognition of his efforts, the Board has voted to give Steven the appointed title of Assistant Treasurer in recognition of the duties he has taken on. We are truly grateful for his dedication and leadership.
If you’re looking for ways to get more involved, we have many opportunities for you to contribute. Please don’t hesitate to reach out to Jill Prendergast, our Executive Director, who would be happy to connect with you. We value each and every one of you and sincerely appreciate your dedication.
Now, I’m pleased to update you on some exciting upcoming events in March. I encourage you to join us for these opportunities to connect, learn, and grow together:
MARCH EVENTS
• City of Palm Desert HOA Town Hall – March 15, 2025 (Palm Desert City Hall)
• Lunch Program & Trade Show – March 21, 2025 (Sun City Palm Desert)
• Organized Neighborhoods of Palm Springs (ONE-PS) 16th Annual Picnic & Community Expo – March 22, 2025 (11 a.m. to 2 p.m., Ruth Hardy Park)
• City of Indio HOA Workshop – March 29, 2025 (Sun City Shadow Hills Clubhouse)
These events present invaluable opportunities for networking, education, and collaboration. I encourage you to take full advantage of everything CAI-CV has to offer this month.
MARKETING AND SPONSORSHIP OPPORTUNITIES
Don’t forget, several exciting marketing and sponsorship opportunities remain available for 2025! Our Executive Director, Jill Prendergast, would love to meet with you to discuss how these opportunities can help elevate your business and connect you with our vibrant community. To schedule a time with Jill, please email her at jill.prendergast@ cai-cv.org or call 760-341-0559.
As always, I thank you for your continued support and commitment. Let’s make 2025 a year of tremendous growth, collaboration, and success for our chapter. Together, we will achieve great things!
Best regards,
Mark
Friday, March 21, 2024, 11:15 a.m.
CAI-CV EDUCATIONAL PROGRAM & MINI TRADE SHOW
ADA COMPLIANCE, FAIR HOUSING, AND DIVERSITY TRAINING
GUEST SPEAKERS
Christina DeJardin, Esq.
Delphi Law group, LLC
Tim Mahar, Esq.
Tinnelly Law Group
THANK YOU TO OUR FEBRUARY LUNCHEON & MINI TRADE SHOW SPONSORS!
TRADE SHOW SPONSORS
EmpireWorks
Vista Paint Corporation
Accurate Termite & Pest Control
C.L. Sigler & Associates, Inc.
Precision Painting & Reconstruction
SCT Reserve Consultants, Inc.
NPG Asphalt
Old California Fine Lighting/
America’s Finest Lighting
Paul Davis Restoration of Greater Palm Springs
Urban Habitat
Hotwire Communications
Alliance Association Bank
WICR Waterproofing and Construction
Lunch and Trade
11:15 AM TO 1:30 PM
$45 All Members
$85 Non-Members
Mike Rey, Labarre/Oksnee Insurance
O’Connell Landscape Maintenance
BRS Roofing, Inc.
Coachella Valley Public Safety
Cooper Coatings
HidroKlear, LLC
RESERVED TABLE SPONSORS: Association Reserves, Coachella Valley
MANGER TABLE SPONSORSHIP:
Asphalt MD’s
NOTEBOOK SPONSOR:
Flood Response Restoration Services
CLAC SPONSOR:
SCT Reserve Consultants, Inc.
EMAIL JILL PRENDERGAST FOR SPONSORSHIPS AT
THANK YOU 2025 CORPORATE SPONSORS
TITANIUM
Associa Desert Resort Management
C.L. Sigler & Associates, Inc.
Fiore, Racobs & Powers, A PLC
Hotwire Communications
Lloyd Pest Control
PLATINUM GOLD
Cooper Coatings
BRS Roofing, Inc
First Citizens Bank
Flood Response Restoration Services
Powerstone Property Management
EmpireWorks
AMS Paving, Inc.
Precision Painting & Reconstruction
SILVER
Accurate Termite & Pest Control
Alan Smith Pool Plastering & Remodeling
Alliance Association Bank
Association Reserves
Banc of California
Charter Communications
Delphi Law Group
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
CAI-CV 2025 CALENDAR
MARCH
EXPLORING ALIANTE INDIO INC: A THRIVING COMMUNITY IN INDIO, CA
By Loni Peterson, CACM, AMS, LSM, PCAM
Located in the heart of Indio, California, Aliante Indio Inc is a well-maintained community that offers a peaceful and welcoming atmosphere to its residents. Here’s a closer look at what makes this community special:
ABOUT ALIANTE INDIO INC
The community is named Aliante Indio Inc, and it operates under the management of Associa/DRM, with Stephanie Swenstad serving as the community manager. Stephanie brings a wealth of expertise to the role, providing residents with excellent support and oversight.
LOCATION AND ACCESSIBILITY
Aliante Indio Inc is located at the intersection of Golf Center Parkway & Ave 44, offering convenient access to essential local amenities and key landmarks in Indio.
COMMUNITY OVERVIEW
The community was originally constructed in 2006, with the final phase completed in 2015. The Family Development company was responsible for building the first eight homes, with Lennar Homes completing the project. Today, the community consists of 130 units, providing a more intimate living environment.
HOME DETAILS
Aliante Indio Inc is made up of single-family homes, offering spacious living with ample room for families. The homes follow a Spanish architectural style, which adds to the community’s
charm and aesthetic appeal. Lennar Homes offers four distinct floor plans in the community, with options for up to five bedrooms and 3.5 bathrooms. Various options for garages and parking are also available to meet different family needs. The homes are not built on leased land, giving homeowners full ownership of their properties.
PRICING AND ASSESSMENTS
Homes in Aliante Indio Inc are currently priced between $600K and $700K, making them an attractive option for those seeking quality housing in Indio.
The community’s monthly assessment is $200, which covers the maintenance of common areas and essential services.
AMENITIES AND COMMUNITY FEATURES
Residents enjoy access to the Park and Basin, both of which are included in the monthly assessment. However, the community does not feature additional amenities such as a clubhouse, poolhouse, spa, or workout room.
Diane Brabec, Secretary, shares, “The best thing about our community is our park. It’s so beautiful and great for
running, walking the dogs, and for all the recreation available to our neighbor kids.”
WHAT SETS ALIANTE INDIO INC APART
One feature that sets Aliante Indio Inc apart from other local communities is its strict enforcement of parking rules. Many homeowners associations in the area do not enforce parking restrictions, which can detract from property values. The board ensures consistent maintenance and growth in reserve funds annually. In addition, residents look forward to the Annual Holiday Decorations Contest, where homeowners decorate their properties for a chance to win a gift card, bragging rights, and a Winner sign for their front yard.
NEARBY ATTRACTIONS
Aliante Indio Inc is conveniently located just one exit away from the WinCo Shopping Center and very close to Fantasy Springs, making it ideal for residents who want easy access to shopping and entertainment options.
SUSTAINABILITY EFFORTS
In line with sustainability efforts, the community stopped watering nonfunctional grass along Ave 44 a few years
ago, replacing it with plants and large rubble. Additionally, the community removed several thousand square feet of grass around the basin, leaving space for families to enjoy. These changes not only conserve water but also add to the community’s aesthetic appeal.
CHALLENGES AND COMMUNITY MANAGEMENT
The biggest challenge facing the community is apathy among some residents, a common issue in many communities. However, the board is actively working to overcome this challenge and improve resident engagement.
The community is managed by a board of three members, who also serve as the Architectural Committee, overseeing the maintenance and improvement of the neighborhood.
BUSINESS PARTNERS AND SERVICES
Aliante Indio Inc works with several CAI-CV Business Partners to maintain the community, including: Associa Desert Resort Management, Prime Landscape, Automation Pride, IPS, Ivan’s Painting, Delphi & Newman CPA.
QUOTE FROM THE COMMUNITY MANAGER
According to Stephanie Swenstad, Community Manager:
“Aliante is one of my favorite communities. The board is well-prepared for board meetings and makes hard decisions for the betterment of the community.”
Aliante Indio Inc offers a wellrounded living experience with its thoughtfully designed homes, beautiful park, and close-knit community. Whether you’re a family looking for a peaceful neighborhood or someone who values sustainability, Aliante Indio Inc provides an ideal place to call home in the vibrant City of Indio, California.
CONTACT INFORMATION
If you have any questions about Aliante Indio Inc, you can contact Stephanie Swenstad, Community Manager, at 760-610-7723 or via email at sswenstad@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
The Future of Connectivity Begins with Hotwire Communications
SPONSOR
As a trusted name in the industry, Hotwire Communicatons’ core mission is to deliver an unparalleled customer experience through seamless customer service and support, and advanced fiber-based solutions. This mission drives the company’s strategic decision to invest in cutting-edge fiber-optic technology, maintain a high level of service quality and reliability, and deliver tailored solutions to meet the diverse needs of association communities.
With blazing fast internet speeds, an innovative entertainment platform, and crystal-clear voice services, Hotwire combines cutting-edge technology with an award-winning concierge-level approach to customer service to deliver an unmatched experience for its customers.
The Hotwire Difference
At Hotwire, we believe that technology should enhance your life, not complicate it. We’re proud to bring our comprehensive services and commitment to satisfaction to the Coachella Valley area, including Rancho Mirage and coming soon to Palm Desert.
Hotwire’s commitment to excellence ensures each community receives a tailored customer experience with exceptional support, offering:
• Ultra-Fast Internet Speeds: Hotwire ensures a fast, reliable connection with symmetrical multi-Gigabit speeds.
• Innovative Entertainment Solutions: Hotwire’s advanced TV platform includes features like voice control, SmartBar recommendations, Replay TV, and more.
• AI-Powered Remote Support: Communities and residents benefit from 24/7 customer care, enhanced by AI-powered features to deliver seamless troubleshooting and technical support.
HOA Complimentary Services
• Dedicated Local Account Management: Each community is assigned a dedicated Account Manager, ensuring a personalized customer experience with hands-on support.
• Expert On-Site Consultation and Assistance
Experience the Future of Connectivity
• Job Walk / Surface Checklist
• Scope of Work Development
• Project Records
• Contractor Referral Service
Corporation
• Training for Maintenance Staff
Hotwire’s commitment to excellence ensures each community receives personalized support from their dedicated team, and its fiber-optic solutions are designed to provide superior, scalable connectivity, making them the ideal choice for association communities.
• Detailed Property
Paint Specifications
• Maintenance Account
• Employee and Homeowner Discounts
Repairs • Re-roofing Roof Inspection • Maintenance Programs
William Brady: Your Local Hotwire Connection
Polyurethane Foam • Built-up • Tile • Patios
• Professional Interactive Digital Color Renerings Alison LeBoeuf
3462 La Campana Way, Palm Springs, CA 92262 Phone (760) 416-5877 Fax (760) 320-8912
HOA Account Executive (949) 294-3565 alison.l.leboeuf@sherwin.com
FIND US ONLINE AT www.westpacroof.com
As Hotwire’s business development representative in the region, William Brady brings more than 35 years of experience in the telecom industry, with nearly three of those years dedicated to serving communities throughout the Coachella Valley area. Originally from Florida, William now calls Cathedral City his home, spending his free time taking advantage of many of the area’s outdoor activities – especially hiking – and enjoying the warm desert sunshine.
With a strong presence in the Coachella Valley and dedicated support from its local team, Hotwire Communications remains steadfast in its support of CAI in its mission to provide educational resources to community associations, further strengthening its commitment to the Coachella Valley community.
Electronic Voting Pro Tips
By David A Kline, Esq.
By now, we’re all aware that electronic voting has arrived. Community associations that want to take advantage of electronic voting have been adopting election rules in compliance with the new law and are just now grappling with the new notice requirements for elections conducted with electronic ballots.
Let’s dig a bit deeper and explore some of the nuances of the new law that might not be obvious at first glance. Here are three pro tips for electronic voting that may be helpful.
ELIMINATE NOMINATIONS FROM THE FLOOR.
The bylaws of many community associations provide for nominations of candidates from the floor of a membership meeting. Civil Code Section 5105(g) also generally allows associations to adopt election rules providing for nominations from the floor. That can be problematic, in part because Civil Code Section 5105(e) prohibits an association from disqualifying a person from nomination if the person has not been provided the opportunity to engage in internal dispute resolution (“IDR”). If the board questions whether a floor-nominee is a homeowner, for example, there may not be sufficient time at the annual meeting to conduct a meaningful IDR before deciding whether to disqualify the nominee.
Civil Code Section 5105(i)(1)(F) offers a new solution to this dilemma. The new law allowing for electronic voting applies “notwithstanding an association’s governing documents.” (Civ. Code § 5105(i).) It allows associations to adopt election rules providing for the use of an inspector of elections to conduct an election by electronic secret ballot. Those election rules must “[p]rohibit[]
nomination of candidates from the floor of membership meetings, notwithstanding subdivision (g).” (Civ. Code § 5105(i)(1)(F).)
So, even if an association’s bylaws allow for nominations from the floor, if the board adopts election rules allowing for electronic voting, the association may (indeed it must) prohibit nominations from the floor.
If your community has been plagued by bylaws that require nominations from the floor, consider doing away with that requirement altogether by adopting election rules that allow for electronic voting.
SELECT A DEFAULT METHOD OF VOTING.
Civil Code Section 5105(i) contemplates that election rules allowing for electronic voting must establish a default method of voting from which members may opt out. That is, the election rules must either state that 1) members vote by mail or using written secret ballots unless they provide the association with their email address and select electronic ballots as their preferred voting method or 2) members for whom the association has an email address vote electronically unless they provide written notice of their desire to use written secret ballots. In either case, members must be given an opportunity to change their preferred method of voting (i.e., opt out of the default option) no later than 90 days before an election.
This does not require an association to commit to any method of voting in future elections. An association could adopt election rules allowing for electronic voting and establishing electronic voting as the default method of voting for most homeowners, then decide to hire an inspector of elections who does not use electronic
ballots. In that case, all owners would be provided written secret ballots and vote using the double envelope, secret ballot voting method they have used for years.
This may be a useful strategy for communities that want the option of electronic voting in future elections but may not yet be ready to provide electronic voting. For example, some communities may need time to solicit email addresses from members who wish to vote electronically. Other communities might want to prompt all owners to opt out of having the association share their email addresses with other members before the association makes an effort to collect email addresses from its members.
Don’t be afraid to adopt election rules allowing for electronic voting before the association is ready to hire inspectors of elections to conduct electronic voting.
“...MEMBERS MUST BE GIVEN AN OPPORTUNITY TO CHANGE THEIR PREFERRED METHOD OF VOTING NO LATER THAN 90 DAYS BEFORE AN ELECTION (I.E., BEFORE THE BALLOTS ARE DELIVERED TO THE MEMBERS).”
and the association hires an inspector of elections who uses electronic ballots, only owners who have opted out of written ballots and who have provided their email addresses to the association would receive an electronic ballot. Those owners would not receive a written secret ballot.
Of course, the association would still be free to conduct votes by written secret ballot by hiring or appointing an inspector of elections who does not use electronic voting.
Be careful how you communicate to the members as to when and how they can opt out of the association’s default method of voting. Make sure you explain that their decision to opt out of the default method of voting must be delivered to the association 90 days before the election and that they cannot wait until after they receive a ballot before deciding upon their preferred method of voting.
We hope that with these tips, your association can transition smoothly to electronic secret ballots. Happy voting!
COMMUNICATE WITH THE MEMBERS CAREFULLY.
When an association adopts election rules allowing for electronic voting, it may be tempting to explain to reluctant homeowners that they can always opt out of electronic voting. That is misleading. That implies that an owner who receives an electronic ballot can attend a meeting and cast a ballot in person. In fact, as stated above, members must be given an opportunity to change their preferred method of voting no later than 90 days before an election (i.e., before the ballots are delivered to the members).
If electronic voting is an association’s default method of voting, the association may provide an electronic ballot only to owners who have not opted out of electronic voting and for whom the association has an email address. All owners who have opted out of electronic voting and all owners for whom the association has no email address must be given a written secret ballot and two envelopes. Likewise, if a written secret ballot is an association’s default method of voting
David actively represents community associations transactional matters. He has extensive experience defending homeowners associations against claims of housing discrimination filed with the Civil Rights Department; litigating matters involving violations of architectural restrictions, pet restrictions and senior occupancy violations; preparing amendments and restatements of governing documents; and advising boards of directors regarding their responsibilities under the Davis-Stirling Act and the governing documents. David has been part of Epsten’s transactional practice group for over 10 years.
Emergency Preparedness Is For Everyone
HOMEOWNER BOARD LEADERS CONSIDERATIONS FOR EMERGENCY PLANNING
BY Guido Portante
The Community Association Institute (CAI-CV) would like to bring awareness to all CAI-CV homeowner associations (HOA’s), homeowner leaders, management companies, business partners, and especially to all HOA board leaders the importance of preparing and planning for disasters and emergencies that could happen at any time in the Coachella Valley.
What is a disaster? According to Webster’s Dictionary, a disaster isAny event that overwhelms existing resources to deal with the event. A disaster is typically unexpected posing risks to lives, health and the environment. It can significantly impact infrastructure and potentially overwhelm emergency service personnel. A good example most recently are the fires that devastated Los Angles just a month ago.
Background: Historical and geological data indicate that we live in an area which could be subject to a major earthquake. Other emergencies such as highway or railroad accidents, civil disturbances, terrorist activity or possible acts of war, massive rain or wind, widespread power outages, wildfires, hazardous material accidents all could threaten the safety of our communities. Following a catastrophic disaster, it could be days before government agencies are able to provide households and neighborhoods
with all the help needed. Disaster planning must provide for a total disruption of all utilities and community services (water, gas, electric, telephonesland and cellular, sanitation, street blockages, maximum demand for police, fire and rescue, and medical services).
In the Coachella Valley it is realistic to have 7.5 magnitude earthquake.
Homeowners should be prepared to be self-sufficient for at least one week or more.
Preparing for disasters is protecting everyone you love”. “Disasters don’t wait.
If your HOA hasn’t started an Emergency Response plan, now is the time. Emergency preparedness begins with each homeowner. Both homeowners and the HOA board should focus on disaster and emergency preparedness before a disaster happens. Effective planning ensures quick response and efficient recovery from natural or manmade disasters. Assume no emergency responder help for at least 7 days when creating your plan.
MAKE A PLAN:
a Assess risk by identifying potential hazards that could impact your community. Talk to your friends and family about how you will communicate before, during and after a disaster. Test your plan, practice your plan.
b Designate emergency roles. Tasks for homeowners, board members, property managers, access control personnel.
Designate a place within your community that all will gather during an emergency to begin the damage assessment. Have a plan to check each house in your community for those who need medical attention. Determine a location for triaging those that need medical attention. Utilize the HOA club house for emergency preparedness or consider creating an emergency response area if one is not available. Consider weather conditions when choosing a structure and location for emergency support operations.
c Maintain a list of all critical support emergency services that may be needed. Maintain a list of family and friends along with their contact information that can be called to keep them informed of the situation as it occurs. Be prepared for a communication system that may not be functioning in the early days of an emergency.
Build A Kit: Gather supplies, such as water, non-perishable food, first aid supplies, flashlights, and any medication that might be needed. Plan on at least a week of supplies during an emergency that will last for everyone living in your home. Don’t forget to consider the unique needs of each member of your household (including your pets) in case you must evacuate quickly. Or remain in place for a substantial period. Inspect and update your kits and supplies periodically.
Prepare for Disasters: Limit the impacts that disasters have on you and your family. Know the risk of disasters in your area and check your insurance
coverage. Learn how to make your home stronger in the face of storms and other common hazards. Pay heed, and act fast, if you receive a local warning or alert. A consideration is to establish a neighborhood watch; a network of residents who can help check on one another during an emergency. Particularly those individuals who may be vulnerable.
Teach Your Family About Preparedness: Talk to your family about preparing for emergencies and what to do in case you are separated. Reassure them that they have a role to play in being ready for a disaster by providing information about how they can get involved.
Train HOA Board Members and Residents: Hold regular training sessions for board members and residents in CPR training, first aid, and evacuation drills (to mention a few). Review all the literature available regarding Emergency Preparedness. At the board level, prepare an Emergency Preparedness Response Plan for your community. Use this document for training, have meetings with residents, and update the plan as more information is obtained. Check on your city’s website, then click on Emergency Preparedness Commission. If not listed, check with the fire department or city hall, and ask who is responsible in your city for Emergency Planning. Many cities put on a Community Emergency
Response Team (CERT) training. Most city fire departments put on a CERT class on once or twice a year. CERT basic training prepares individuals to help themselves and help others in the event of a catastrophic disaster. Because emergency services personnel will not be able to help everyone immediately, you can make a difference by using your CERT training to save lives and protect property.
Coordinate with Local Emergency Services: Developing a working relationship with local fire departments, sheriff, emergency medical services, and other municipal agencies as part of the Emergency Plan will facilitate a better coordinated effort during an emergency. However, as stated above, your plan must assume that no help is coming for at least a week.
Everyone Has a Role to Play During an Emergency: A coordinated effort involving management, the HOA board, and residents is essential to minimize damage and, more importantly, save lives during an emergency. Such collaboration will ensure that your community is well-prepared for any disaster.
EMERGENCY PREPAREDNESS RESOURCES:
For more resources visit the following websites. This is not an all-inclusive list, but a good start for help in obtaining disaster and emergency information.
American Red Cross website: www.redcross.org
Riverside County: https://www.reviersideca. gov/readyriverside
State of California: https: www.ca.gov, click on State Portal, Emergency Preparedness Officer (EPO)
Federal Emergency Management Agency: www.fema.gov
Earthquake Country Alliance www.earthqualkecountry.org
Coachella Valley Disaster Preparedness Network (CVDPN) a local non-profit. Their mission is to prepare citizens of the Coachella Valley for catastrophic events by providing training, education and networking opportunities. For example, learn basic first aid, CPR, and Stop the Bleed, www.cvdpn.org Contact Carla Sullivan Dilley at 951 218 0188.
Past the below link into your browser and get more details on Disaster Preparedness presented on KESQ news.
BG (Ret) Guido Portante is the Chair of the CAI-CV Homeowner Leader Committee. He is a Board Member and Treasurer at Mira Vista at Mission Hills Homeowners Association. Guido can be reached by email to gportante@aol.com. You may find more information to help community board members at www.cai-cv.org.
The Importance of Plant Rejuvenation
By Jesus “Jesse” Escamilla and Jose Escamilla
The Coachella Valley, known for its desert climate and unique flora, requires specific horticultural practices to maintain a thriving landscape. One essential practice is plant rejuvenation cut back, a method that involves trimming plants to encourage healthy growth, enhance aesthetics, and ensure sustainability in an arid environment. This article explores the importance, techniques, and best times for plant rejuvenation cut back in the Coachella Valley.
Plant rejuvenation cut back is crucial for several reasons:
1. Encourages New Growth – Over time, plants can become woody and unproductive. Cutting them back stimulates fresh shoots and extends their lifespan.
2. Prevents Overcrowding –
Unchecked growth can lead to dense foliage, reducing air circulation and increasing the risk of disease and pest infestations.
3. Enhances Aesthetic Appeal – A well-maintained landscape with neatly pruned plants creates a visually appealing environment.
4. Promotes Water Efficiency – In a desert climate, managing plant size through pruning helps reduce water consumption, a vital aspect of sustainable landscaping in the Coachella Valley.
5. Boosts Flower and Fruit
Production – Many flowering and fruiting plants benefit from regular cutting back, ensuring abundant blooms and harvests.
BEST TIME FOR REJUVENATION CUT BACK IN COACHELLA VALLEY
Timing is crucial when cutting back plants. Given the Coachella Valley hot summers and mild winters, the optimal time for most pruning activities falls in late winter to early spring (January to March). This period allows plants to recover before the intense summer heat arrives. However, specific plant species may have varying ideal pruning times:
• Perennials (e.g., Lantana, Salvias, and Penstemon): Cut back in late winter to promote vigorous spring growth.
• Shrubs (e.g., Bougainvillea, Texas Ranger, and Oleander): Light pruning can be done year-round, but a major cut back should be scheduled in early spring.
• Palm Trees: Remove dead fronds and seed pods in late spring or early summer to prevent damage from summer winds.
• Ornamental Grasses (e.g., Muhly Grass and Fountain Grass): Trim back in late winter to encourage new green growth.
TECHNIQUES FOR EFFECTIVE PLANT REJUVENATION CUT BACK
1. Assess the Plant’s Condition
Before cutting, inspect the plant to determine how much needs to be removed. Look for dead, diseased, or overgrown branches.
2. Use Proper Tools
Invest in quality pruning shears, loppers, and saws. Ensure blades are sharp to make clean cuts, reducing plant stress and susceptibility to disease.
3. Remove Dead or Diseased Wood First
Eliminating unhealthy branches prevents the spread of disease and encourages stronger growth.
4. Cut Back to a Healthy Node or Bud
Make cuts just above a leaf node or bud to promote new branching and avoid unsightly dieback.
5. Thin Out Dense Growth
For shrubs and trees, remove excess interior branches to enhance airflow and light penetration.
6. Shape for Aesthetic Appeal
Trim plants in a natural shape rather than harshly shearing them to maintain a balanced, attractive appearance.
7. Apply Mulch and Water After Pruning
Mulching helps retain soil moisture and regulate temperature, while watering supports the plant’s recovery process.
SUSTAINABLE PRACTICES FOR LONG-TERM PLANT HEALTH
Incorporating sustainable landscaping practices ensures that plant rejuvenation cut back aligns with environmental conservation efforts. Here are some eco-friendly tips:
• Choose Native and DroughtTolerant Plants: These species require less water and maintenance, making them ideal for the Coachella Valley.
• Use Organic Mulch: Organic materials like wood chips and compost improve soil health and reduce evaporation.
• Implement Drip Irrigation: This method delivers water directly to the roots, minimizing waste.
• Avoid Excessive Pruning: Over-cutting can stress plants, so prune only as needed to maintain health and form.
• Compost Pruned Material: Instead of discarding cuttings, compost them to enrich the soil and reduce waste.
CONCLUSION
Plant rejuvenation cut back is a vital practice for maintaining a healthy and sustainable landscape in the Coachella Valley. By understanding the importance of timing, techniques, and sustainable methods, homeowners and landscapers can foster lush, resilient gardens that thrive in the desert climate. Whether
maintaining perennials, shrubs, or trees, strategic pruning ensures plant longevity, water efficiency, and aesthetic beauty, contributing to a greener and more vibrant environment.
Jesus “Jesse” Escamilla is the President/CEO and a ISA
Certified Arborist At Pro Landscaping, Inc., Jose Escamilla is VP/Operations and Equipment Director and QAL Holder. Honesty and hard work are family values that guide our business. We design, construct, and care for Fine Desert Gardens. With over 25 years of experience, Jesse and Joe are passionate about providing the highest level of service to the Coachella Valley. Please contact the Pro Landscaping Inc. office at 760-343-0162 for more information.
Celebrating Excellence: CAI-CV’s 2024 Awards Event
The 2024 CAI-CV Awards Event was a night to remember as we came together to celebrate the dedication, achievements, and outstanding contributions of our members and partners. From recognizing stellar volunteers to honoring industry leaders, this year’s event truly showcased the heart and spirit of our community.
A SPECIAL THANKS TO OUR AWARDS COMMITTEE
This incredible event wouldn’t have been possible without the hard work, dedication, and meticulous planning of our Awards Committee. Their efforts ensured a truly special and successful evening for CAI-CV. A heartfelt thank you to:
• Chair: Peter Costello – CCTV Masters
• Co-Chair: Kristin Berryhill-Hood, CCAM – Desert Resort Management
• CAI-CV Board Liaison: Michelle Lopez, CMCA®, AMS®, CCAM-LS® –Powerstone Property Management
• Briah Castillo – Ivan’s Painting & Construction
• Roxanne Ramirez – Dunn Edwards
• Santiago Servin – Empire Works
• Melea Silva Diaz – Vista Paint
• Lily Ortega – Pro Landscape
• Sammy Amad – Patrol Masters
• Alexus Pavia, CMCA – Premier Community Association Management
• David Schuknecht, AMS, PCAM –Personalized Property Management
• Jenny Estrada – Signarama
• Tiffany Kaldenbach, CCAM, CMCA, AMS, PCAM – The Management Trust
• Adrian Estrada – Coachella Valley Public Safety
Your time, effort, and commitment made this event a huge success, and we are beyond grateful!
HONORING THOSE WHO GO ABOVE & BEYOND
SPECIAL RECOGNITION AWARDS
At the core of CAI-CV’s success are the volunteers and committee members who work tirelessly to support and elevate our organization. This year, we proudly recognize the recipients of the Above & Beyond Awards, each of whom has demonstrated exceptional commitment:
• Awards Committee: Peter Costello
• Bowling Committee: Kristin Berryhill-Hood
• Business Partner Committee: Cami Staviski
• CLAC LSC Committee: Leena Danpour
• Education & Golf Committees: Mike Traidman
• HOA Living Magazine Committee: John Schuknecht
• Homeowner Leader Committee: Bruce Latta & Kimberly McKinney (tie)
• Oktoberfest Committee: Synthia Salazar
• Professional Managers Committee: Steven Shuey
• Social Media Committee: Sierra Carr
• Volunteer Committee: Melea Silva & Cami Staviski (tie)
• Web & Tech Committee: Meranda Valencia
• Wine Tasting Committee: Melea Silva
A highlight of the evening was the presentation of our Special Recognition Awards, honoring individuals and organizations who have made a lasting impact:
• President’s Award: Steven Shuey
• HOA Living Magazine Author of the Year: Chris Sigler
• Legacy Award: Mike Traidman
• Rising Star Award: Briah Castillo
• Community of the Year: Mira Vista at Mission Hills
• Committee of the Year: Oktoberfest Committee & HOA Living Committee (tie)
• Volunteer of the Year: Brigadier General (Ret.) Guido Portante
• Distinguished Service Award: Jayme Fakehany & Mandie Chlarson (tie)
RECOGNIZING EXCELLENCE IN EDUCATION & EVENTS
Education and networking are key pillars of CAI-CV’s mission, and we are proud to recognize this year’s standout programs and events:
• Educational Program of the Year: Election Nightmares & Board Recalls (Presented by Julie Balbini, Esq. & Mandie Chlarson)
• Educational Event of the Year: CAMDay (Education Committee Subcommittee)
• Networking Event of the Year: 2023 Annual Awards Event
A SPECIAL THANK YOU TO OUR AWARDS 2025 SPONSORS
This event wouldn’t have been possible without the generous support of our sponsors. We extend our deepest gratitude to:
Title Sponsor
• Fiore Racobs & Powers, A PLC
Platinum Table Sponsors
• Ivan’s Painting
• Harvest Landscape
• Patrol Master
• AMS Paving, Inc.
• Associa Desert Resort Management
• Powerstone Property Management
• Precision Construction & Painting
• Southwest Landscape & Maintenance
• Pro Landscape, Inc.
• Allied Universal
Gold Half Table Sponsors
• C.L. Sigler & Associates, Inc.
• Horizon Lighting Specialty Sponsors
• Champagne Sponsor: BRS Roofing, Inc.
• Signage Sponsor: Palm Desert Signarama
• Grand Jackpot Sponsor: Enviroscape Landcare, LLC
• Greeting Sponsor: Hotwire Communications
• Photo Sponsor: Coachella Valley Public Safety
• Card Sponsor: O’Connell Landscape Maintenance
• Roulette Sponsor: NLB Consulting & Elections
• Craps Sponsor: Dunn-Edwards Corporation
• Silent Auction & Door Prize Announcement Sponsors: Asphalt MDs
• Blackjack Sponsor: Association Reserves, Coachella Valley
• CLAC Sponsor: Delphi Law Group
• Scholarship Sponsors: Flood Response & Swedelson Gottlieb
• Bar Sponsor: EmpireWorks
• AV Sponsor & Program Sponsor: Patrol Master
• Location Sponsor: Sun City (for generously providing clubhouse space)
LOOKING AHEAD
A heartfelt THANK YOU to all our sponsors, honorees, and community members who continue to make CAI-CV a thriving and engaged organization. Your support, dedication, and passion inspire us, and we look forward to another fantastic year of collaboration, growth, and excellence.
We can’t wait to see what 2025 has in store!
Residential Care Facilities? NIMBY!(?)
By Philip Walquist, Esq. | Roseman Law, APC
From short-term rentals to the now ubiquitous home-office, residential use restrictions have become an increasingly hot topic in the community association world. As home-based care for seniors and community-based treatment of alcohol use disorder and drug addiction have gained traction in recent years, residential care facilities have sprouted up to meet the demand – including in community associations.
Understandably, community associations, boards of directors, community managers, and residents have questions regarding residential care facilities and how California law impacts community associations’ abilities to limit or restrict residential care facilities.
RESIDENTIAL USE RESTRICTIONS
Many community associations have provisions of their governing documents that limit how a residence may be used. As an example, governing documents may provide that no business or commercial use of a residence is permitted or that a residence may only be used for residential purposes. However, recent developments in California law have changed the analysis community associations must apply when determining what constitutes a permissible use of a residence. When analyzing whether an activity is a business or commercial use of residential property under an association’s CC&Rs, the operative inquiry is whether such use is
inconsistent with the residential character of the community (Eith v. Ketelhut 31 Cal. App. 5th 568 (2019)).
This standard is largely subjective and whether a particular use is consistent or inconsistent with the residential character of the community is a fact-based inquiry that will depend on the unique nature of each community and the factual circumstances surrounding the particular use at issue. Although certain uses of residential property are subject to this analysis, others are not. There are certain business or commercial uses of residential property that the California legislature has determined, notwithstanding their commercial nature, constitute a residential use. One such example is residential care facilities.
BUSINESS/COMMERCIAL USE
As mentioned above, many community associations’ governing documents expressly prohibit residences from being used for business or commercial purposes. Understandably, community association boards of directors and community managers often view residential care facilities as business uses of property. Whether a residence is offering care to seniors or to special needs children, at first glance, such uses appear to be offering a service or running a business. Despite the business-like nature of such uses, California law expressly provides that such uses are residential uses.
CALIFORNIA HEALTH AND SAFETY CODE § 1566.5 PROVIDES:
For the purposes of any contract, deed, or covenant for the transfer of real property executed on or after January 1, 1979, a residential facility which serves six or fewer persons shall be considered a residential use of property and a use of property by a single family, notwithstanding any disclaimers to the contrary.
CALIFORNIA HEALTH AND SAFETY CODE § 1502(A)(1) DEFINES A “RESIDENTIAL FACILITY” TO MEAN, IN RELEVANT PART:
Any family home, group care facility, or similar facility determined by the director, for 24-hour nonmedical care of persons in need of personal services, supervision, or assistance essential for sustaining the activities of daily living or for the protection of the individual.
A “residential facility” as used in California Health and Safety Code § 1502(a)(1) is a type of “community care facility”, which is defined by California Health and Safety Code § 1502(a) to be:
Any facility, place, or building that is maintained and operated to provide nonmedical residential care, day treatment, adult daycare, or foster family agency services for children, adults, or children and adults, including, but not limited to, the physically handicapped, mentally impaired, incompetent persons, and abused or neglected children.
When read together, these provisions of the California Health and Safety Code make clear that using a residence to provide 24-hour care for seniors or others with special needs is considered a residential use of a residence notwithstanding the commercial nature of activity. Accordingly, any provision of a community association’s governing documents prohibiting business or commercial uses cannot be enforced against a residence operating as a properly licensed residential care facility.
In addition to meeting the definition of a “residential facility” under California Health and Safety Code § 1502(a)(1), residential care facilities must also hold a current valid license or current valid special permit to legally operate (see California Health and Safety Code §1569.10).
It is important to note that while alcohol or drug abuse recovery or treatment facilities will generally not meet the definition of a “residential facility” as defined in California Health and Safety Code § 1502(a)(1), anti-discrimination laws may impact an association’s authority to enforce residential use restrictions against such facilities. As such, if associations encounter alcohol or drug abuse recovery or treatment facilities within their communities, they should contact legal counsel for guidance.
TRANSIENT USE
Aside from often being misunderstood as business or commercial uses of residences, residential care facilities may also be thought to be transient uses of a residence. Many community association governing documents prohibit the short-term rental of residences, or contain provisions prohibiting or restricting residences from being used for “transient or hotel” purposes. The question that is often raised is – if residents of a residential care facility are not residing permanently at the property, can their tenancy be considered a transient or short-term use of the residence?
As cited above, California Health and Safety Code §1566.5 provides that as long as a residential facility is serving six or fewer persons, the operators and residents of
“...six or fewer persons shall be considered a residential use of property and a use of property by a single family, notwithstanding any disclaimers to the contrary.”
that residence shall be considered a single family and the facility shall be considered a residential use of property. Because a properly qualified and licensed facility is deemed a “residential use” under California law, associations cannot argue that a residential care facility is a short-term, transient, or hotel use, regardless of the length of the stays of the individuals who reside there.
“...a residential care facility is a short-term, transient, or hotel use, regardless of the length of the stays of the individuals who reside there.”
COMMUNITY ASSOCIATION GOVERNING DOCUMENTS
Although California law considers residential care facilities to be a residential use of property, and not a transient or commercial use of property, community associations can still enforce other covenants, conditions, and restrictions codified in the association’s governing documents.
For example, the owner of a residential care facility residence would be required to ensure that the owner’s operation of the residential care facility complies with the association’s promulgated rules, regulations, and restrictions regarding parking and nuisances. It is important to note that community associations should take care when enforcing provisions of their governing documents against a residential care facility residence to ensure that there are no claims of discriminatory or unequal treatment. As always, governing documents should be enforced fairly and consistently.
CONCLUSION
In sum, California law considers residential care facilities to be residential uses of property, not business or commercial uses. Moreover, because residential care facilities are considered residential uses of property, associations cannot argue that a residential care facility is a short-term, transient, or hotel use, regardless of the length of the stays of the individuals who reside there.
Although community associations are obligated under California law to permit qualified and licensed residential care facilities within their communities, such residential care facilities are still subject to the other covenants, conditions, restrictions, rules, and regulations imposed by the association’s governing documents.
As such, boards of directors and community managers should review their associations’ governing documents to ensure the community has robust rules regarding parking, noise, littering, nuisances, etc. To the extent needed, community associations should work with legal counsel to update the community’s CC&Rs and/or rules and regulations. Moreover, community associations should engage legal counsel if the owner of a residential care facility residence repeatedly violates the association’s governing documents to determine the best strategy for gaining compliance.
Phil Wahlquist is an associate attorney with Roseman Law, APC, where he focusses on representing homeowner associations. Phil previously advised and consulted clients in California state tax matters, including tax planning and tax controversy. Mr. Wahlquist’s expertise includes a wide range of real estate transactions, including acquisitions, dispositions, and leases of office, retail, residential, and other classes of real estate assets. Phil can be reached at 866.839.9400 or at Wahlquist@Roseman.Law.
APRIL 28TH
Registration starts at 6:30 8:00am start time at Sun
Is the Cheapest Bid Really the Best Bid? A Discussion of this Time-Tested Concept
By Chris Sigler, B.S.C.E., C.D.T.
If you are on an HOA board or are an association manager, it is possible, perhaps likely that you’ve heard the age-old adage that “the low bid is not always the best bid.” While many sayings like this can be considered overused and are sometimes “eye-rollers,” it is hard to dispel the need to consider this concept when gathering bids and proposals for repairs and maintenance.
SEVERAL FACTORS GO INTO WHAT BID PRICING IS RECEIVED FOR WORK THAT IS NEEDED AT AN ASSOCIATION:
• Was a clear work scope or “RFP” (Request for Proposal) provided to the contractors being asked for bid proposals?
• If the answer is yes, was the Work Scope/RFP written independently, by an industry professional who is not bidding on the actual work?
• Were the contractors asked to write their own work scopes when bids were solicited?
• Was anything left to be interpreted by the bidders when pricing was solicited, such as quantities, locations or preferred materials to be used?
• Was a warranty for the work requested or specified? How a bid request is solicited could create a huge disparity between the bid proposals that are received.
BEST PRACTICE DICTATES THAT THE FOLLOWING ACTIONS BE TAKEN BY AN HOA BOARD AND/OR ASSOCIATION MANAGER:
1. Have a work scope written by an independent party - and if possible, a material specification included. This could be any construction consultant or perhaps another construction professional (architect, engineer or a contractor) who will not be bidding.
2. The most important thing is to have the Work Scope and Specifications written by someone other than one of the bidding contractors!
Two or three bids are typically received, in keeping with an HOA’s governing documents. A common pitfall is receiving a really low bid that is tempting to accept but may be flawed (and usually is). When flawed bids are received, it may be tempting to accept the lower price; however, this often leads to
“IF A LOW BID IS GREATER THAN 15-20% BELOW THE OTHERS RECEIVED, IT IS A SIGN OF POTENTIAL PROBLEMS ON THE HORIZON.”
misunderstandings and expectation gaps. This usually results in either poor quality work that might be done as a shortcut or Change Orders (additional costs) ensue. Such situations can create tension and sometimes damage relationships. Furthermore, Change Orders frequently result in exceeding the original budget for the project.
If a low bid is greater than 15-20% below the others received, it is a sign of potential problems on the horizon. This can happen even if best practices are used, and an independent person writes the specs! If the low bid is the “low, low” bid, ask a lot of questions of the low bidder. Ask what all is included and make sure that they perhaps submit a more comprehensive explanation of what is included and what is excluded. Request information about the type of materials they will be using, and what warranty they can offer. If all this information checks out and is acceptable, then perhaps the low bid IS the best bid, which is great!
However, it is important to talk to the other bidders if the disparity is concerning. Sometimes contractors bid low because they are hungry for your work, nothing more. But often, there are flaws that could harm the association, and they should not be taken lightly. Like everything else, due diligence is crucial.
If you find yourself in the position of looking at a large gap between the low and high bid for any particular maintenance or repair work, doing your due diligence is the key. Ask the questions, talk to the bidders about their bids, and make sure that your association is making informed decisions about their repair and maintenance bids.
Chris Sigler is the President and Owner of C.L. Sigler & Associates, Inc., a Construction Management and Consulting firm that has exclusively served the HOA industry for 23 years. He is a Civil Engineer by trade with more than 35 years of Engineering and Construction experience and is actively involved in SB326 inspections throughout the Coachella Valley. Chris is certified with the Construction Specifications Institute (CSI) as a Construction Documents Technologist. Located in Palm Desert, his firm serves the Coachella Valley and Riverside County, while serving the San Francisco Bay Area in Northern California from their San Jose Corporate office. He can be reached by phone at 408-210-8003 or by email at chris@siglercm.com.
The Hidden Costs of the “Lowest Bid” Poor Pool Service in Coachella Valley
By Roberto Antonio Flores
Choosing the right service provider for community aquatic facilities is crucial, yet many homeowners associations in Coachella Valley face challenges with substandard services that lead to significant longterm costs.
One alarming example is a newly remodeled country club in the valley, where multiple pools showed premature damage due to poor water balance and algae growth during winter, a time when algae should be less active due to cooler temperatures. This signals a failure in maintaining proper chemical balance and suggests negligence in routine care.
Moreover, newly installed pumps at this facility were found to be non-compliant with manufacturer specifications, running at excessive flow rates. This oversight can cause rapid wear and tear, leading to unforeseen expenses in equipment repair and replacement.
These issues underscore the deceptive nature of low bids. Opting for a cheaper service may initially seem economical but can ultimately result in escalated costs from accelerated equipment degradation and increased chemical consumption necessary to address recurring maintenance issues.
Furthermore, the implications of inadequate maintenance extend beyond finances. Poorly maintained pools pose serious health and safety risks, including the potential for harmful bacteria and life-threatening conditions arising from improper chemical handling. For instance, incorrect pH levels and insufficient sanitization
can foster environments conducive to pathogen growth, risking community health.
To combat these risks, regular use of phosphate removers, enzymes, and super natural clarifiers should be part of maintenance protocols. Phosphate removers help prevent algae growth by eliminating phosphates, which serve as a nutrient source for algae. Enzymes break down non-living organic matter like oils and sweat, reducing filter strain and chemical needs. Super natural clarifiers improve water clarity by coagulating fine particles, making them easier to filter out, and should be used regularly, not just when water appears cloudy.
With spring approaching, it is urgent for communities to realize how essential it is to prepare their pools now. Addressing these maintenance issues promptly ensures that pools are ready for the busy season, enhancing the overall user experience and preventing last-minute emergencies that can disrupt enjoyment and pose safety risks.
Given these complexities, homeowner associations must prioritize more than just cost when selecting pool service providers. It's critical to assess the provider's qualifications and track record. Aquatic facilities, like any major
“PHOSPHATE REMOVERS HELP PREVENT ALGAE GROWTH BY ELIMINATING PHOSPHATES, WHICH SERVE AS A NUTRIENT SOURCE FOR ALGAE.”
community asset, require expert care and periodic independent audits to ensure compliance with health standards and to safeguard the community’s investment.
Homeowners and property managers should demand transparency from service providers, seeking proof of certification and references. Regular independent audits can help identify potential issues before they become major financial and health hazards.
In conclusion, effective pool maintenance requires foresight and an understanding that the cheapest option may not always be the best. Ensuring that pools are maintained to the highest standards will protect and enhance community assets, proving financially and environmentally prudent over time.
Roberto Antonio Flores is Vice President of Technical Support, Hidroklear Certified Aquatic Facility Auditor, Certified Pool Operator Instructor, Certified Pool Inspector, and Member of the Model Aquatic Health Code (MAHC) For more information on maintaining safe and sustainable aquatic facilities, you can contact me at Roberto at sales@hidroklear.com or call Phone: 602-617-4893.
SATURDAY, MARCH 15
8 AM - 12 PM, City Hall, Cost (FREE)
FRIDAY, MARCH 21
March Lunch Program & Trade Show
(Sun City Palm Desert)
ADA Compliance, Fair Housing & Diversity Training registration required
SATURDAY, MARCH 22
of Palm Springs
Picnic and Expo (sponsored by
11 AM - 2 PM, Ruth Hardy Park
THURSDAY, MARCH 27
9 AM - 3 PM CVWD Palm Desert Offices
SATURDAY, MARCH
9 AM - 12 PM, Sun City Shadow Hills Santa Rosa Clubhouse, Cost (FREE)
MEET THE BOARD MEMBERS AND COMMITTEE CHAIRS
David Scott – Homeowner Leader Committee Chair
By Mike Traidman
One of our most experienced homeowner leaders, David Scott has chaired the homeowner leader committee for our chapter for two years. Having been on multiple HOA boards since his first home purchase in 2004 and most recently as president of his HOA, Ranch Club Palm Estates in Palm Springs, for three years, he brings a wealth of knowledge to our chapter.
David’s HOA consists of 112 condo units in six buildings and was built in 1972. They have three pools and spas, and tennis courts striped for tennis and pickleball use and are managed by Monarch Management Property Solutions. David and his husband share their time between Palm Springs and their home in San Francisco which they try to travel often.
Now retired, David’s payroll career includes being a Client Service Manager at ADP, Payroll Manager for a division of Tyco International, General Manager of San Francisco’s Ceridian office and retired after 17 years from Wells Fargo Bank as Vice President of Operations
"In addition to the Homeowner Leader committee, David is also on the Web & Tech committee. Their main project now is our chapter’s new website soon to be released.”
in their payroll service division. He initially started in their office in Walnut Creek, CA and then opened the center in Chandler, AZ.
In addition to the Homeowner Leader committee, David is also on the Web & Tech committee. Their main project now is our chapter’s new website soon to be released.
In his spare time, David likes reading, traveling and has been on numerous European river cruises and is scheduled on Mediterranean cruise in July 2025. He also is a huge Christmas enthusiast,
collecting Christmas ornaments and decorations from his travels. Most recently in the last 3 years, he started collecting Christmas villages and has about 50 display buildings, setting up 4 separate displays throughout his house.
Having only heard of CAI-CV within the last three years, he has participated in various educational seminars/ webinars, including receiving the Homeowner Leader Certification, and wishes he would have known about CAI sooner. One of David’s goals is to help our chapter with strategic direction and help promote us in the Coachella Valley to help other homeowner leaders get educated and benefit from CAI membership and resources.
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.
Federal Legislative & Regulatory
Priorities for 2025
Federal Legislative & Regulatory Priorities for 2025
Federal Legislative & Regulatory Priorities for 2025
Overview
Overview
Overview
Community Associations Institute (CAI)’s federal government affairs efforts are a member driven, targeted advocacy program dedicated to improving federal policy outcomes for the community association housing model through leadership by the federal legislative action committee and lobby team, engagement with CAI members, community association experts, and policymakers.
Community Associations Institute (CAI)’s federal government affairs efforts are a member driven, targeted advocacy program dedicated to improving federal policy outcomes for the community association housing model through leadership by the federal legislative action committee and lobby team, engagement with CAI members, community association experts, and policymakers.
Community Associations Institute (CAI)’s federal government affairs efforts are a member driven, targeted advocacy program dedicated to improving federal policy outcomes for the community association housing model through leadership by the federal legislative action committee and lobby team, engagement with CAI members, community association experts, and policymakers.
Priorities
Priorities
Priorities
Tax Reform for Community Associations
Tax Reform for Community Associations
Tax Reform for Community Associations
Condominium Safety and Building Resilience
Condominium Safety and Building Resilience
Condominium Safety and Building Resilience
CAI supports tax reforms to alleviate financial burdens on community associations and homeowners.
CAI supports tax reforms to alleviate financial burdens on community associations and homeowners.
CAI supports tax reforms to alleviate financial burdens on community associations and homeowners.
Grants and Low-Interest Loans
Grants and Low-Interest Loans
Grants and Low-Interest Loans
Homeowner Assessment Tax Deduction
Homeowner Assessment Tax Deduction
Homeowner Assessment Tax Deduction
Resilience and Sustainability Program
Resilience and Sustainability Program
Resilience and Sustainability Program
Corporate Transparency Act (CTA) Exemption for Community Associations
Corporate Transparency Act (CTA) Exemption for Community Associations
Corporate Transparency Act (CTA) Exemption for Community Associations
Preserving Self-Governance of Community Associations
Preserving Self-Governance of Community Associations
Preserving Self-Governance of Community Associations
Working with Congress to Repeal the CTA for Community Association
Working with Congress to Repeal the CTA for Community Association
Working with Congress to Repeal the CTA for Community Association
Safeguarding SelfGovernance
Safeguarding SelfGovernance
Protecting State Authority
Protecting State Authority
Engaging the Department of Treasury
Engaging the Department of Treasury
Engaging the Department of Treasury
Safeguarding SelfGovernance Protecting State Authority
FEMA Disaster Relief for Community Associations
FEMA Disaster Relief for Community Associations
FEMA Disaster Relief for Community Associations
Affordable Housing and Opportunity Zone Development
Affordable Housing and Opportunity Zone Development
Affordable Housing and Opportunity Zone Development
Ensuring community associations are eligible for FEMA disaster relief programs.
Ensuring community associations are eligible for FEMA disaster relief programs.
Ensuring community associations are eligible for FEMA disaster relief programs.
Expanding the use of Opportunity Zones
Expanding the use of Opportunity Zones
Access to funding for debris removal and infrastructure repair after natural disasters
Access to funding for debris removal and infrastructure repair after natural disasters
Access to funding for debris removal and infrastructure repair after natural disasters
Providing equitable support for all residents.
Providing equitable support for all residents
Providing equitable support for all residents
Supporting federal programs that provide incentives for mixed-income developments and ensure affordability for first-time homebuyers and low-income families
Supporting federal programs that provide incentives for mixed-income developments and ensure affordability for first-time homebuyers and low-income families
Expanding the use of Opportunity Zones. Supporting federal programs that provide incentives for mixed-income developments and ensure affordability for first-time homebuyers and low-income families
Housing Finance and Lending Requirements
Housing Finance and Lending Requirements
Housing Finance and Lending Requirements
Advocacy and Industry Awareness
Advocacy and Industry Awareness
Advocacy and Industry Awareness
Working with Fannie Mae and Freddie Mac to adjust lender requirements,
Working with Fannie Mae and Freddie Mac to adjust lender requirements,
Advocating for reforms to FHA lender requirements to expand access to affordable mortgage financing
Advocating for reforms to FHA lender requirements to expand access to affordable mortgage financing
Working with Fannie Mae and Freddie Mac to adjust lender requirements, Advocating for reforms to FHA lender requirements to expand access to affordable mortgage financing
Updated January 2025
Advocate Engagement
Advocate Engagement
State Legislative Action Committees
Advocate Engagement
State Legislative Action Committees
State Legislative Action Committees
Advocacy Summit 2025
Advocacy Summit 2025
Advocacy Summit 2025
Finding and Fixing Water Leaks
By Coachella Valley Water District (CVWD)
Whether inside or outside your home, water leaks can cause several problems and create significant damage in and around your property. When leaky pipes go unnoticed or are left untreated, they can cause flooding and mold, produce poor water quality, warp walls, and damage the foundation.
Even the smallest leaks can wreak havoc on your water bill and local water conservation efforts.
With the U.S. Environmental Protection Agency's (EPA) Fix a Leak Week happening March 17–23, 2025, now is a great time to check and fix any water leaks in your home.
According to the EPA, household leaks can waste nearly one trillion gallons of water yearly nationwide. Fix a Leak Week is an annual reminder to check household plumbing fixtures and irrigation systems for leaks.
One way to determine if you have a water leak is by looking at your water bill to see if it’s higher than usual. If so, you can inspect your property for pooling water or drips. The most common leaks in the home are worn toilet flappers, dripping faucets, and other leaking valves, which are often easy to fix and require only a few tools.
ANOTHER WAY TO CHECK FOR LEAKS IS THROUGH YOUR WATER METER. HERE IS HOW:
• First, turn off everything that uses water indoors and outdoors, including all appliances, faucets, hoses, and sprinklers.
• Then, locate your water meter to check for signs of usage. Meter readers are usually found near your residence's roadway curb or sidewalk.
• Look for a small colored dial on the meter face. If this is turning, you likely have a water leak somewhere in your home or yard.
Once a leak is identified, it is important to fix it immediately. To learn more, visit cvwd.org/Identifying-High-Consumption or epa.gov/watersense/fix-leak-week.
To learn about more plants to use in your garden this spring, see CVWD’s “Lush and Efficient: Desert-Friendly Landscaping in the Coachella Valley” – available online at www.cvwd.org/LushEfficient.
2025 Public Policy Priority Trends for Community Associations Institute
Dawn M. Bauman, Cae and Phoebe Neseth, Esq.
CAI is dedicated to advocating for legislation that improves the governance and sustainability of community associations. As 2025 approaches, CAI’s state government affairs efforts remain member-driven, focused on refining state policy outcomes to strengthen the community association housing model.
To effectively shape CAI’s 2025 legislative agenda, the Government and Public Affairs team conducted a comprehensive survey engaging CAI members across the country, including legislative action committee members (state and federal) and industry leaders, such as the CAI Board of Trustees, chapter leaders, membership representation groups, and the College of Community Association Lawyers.
The survey results, along with 2024 trends, have led to the identification of the following key legislative priorities for 2025: community governance, collection of assessments & covenant enforcement, condominium safety, insurance & risk management, and self-governance of community associations.
COMMUNITY GOVERNANCE
Board Authority and Transparency. Increased scrutiny on transparency within community associations remains a major trend. Legislative committees anticipate further legislative proposals focusing on board authority, election procedures, and access to books and records. CAI recommends that board members adhere to their governing documents and applicable laws, while maintaining transparency in meetings and decision-making. This involves conducting open and fair elections, providing access to records, and disclosing any conflicts of interest.
Board Member Education. With the increasing focus on board member education, state legislatures are exploring policies to mandate training for board members. CAI encourages voluntary education
for board members and advises legislators to collaborate with CAI’s legislative action committees if considering mandates. This approach ensures that education initiatives align with the unique needs of each community association.
COLLECTIONS OF ASSESSMENTS AND COVENANT ENFORCEMENT
Foreclosures and Fining Authority. The authority of community associations to foreclose for unpaid assessments or fines has been under examination by state legislatures and media outlets. CAI emphasizes the need for fair and equitable foreclosure procedures that protect homeowners and community associations alike. A task force has been established to explore separating foreclosure authority for the collection of delinquent assessments and covenant enforcement (fines), aiming to promote balanced legislation in this area.
Collection of Delinquent Assessments. CAI strongly advocates for efficient and equitable methods for collecting delinquent assessments. Legislative limitations on such collections could undermine community associations’ financial health. Therefore, CAI supports legislation that strengthens collection procedures while ensuring due process protections for homeowners.
CONDOMINIUM SAFETY
Condominium Repair and Maintenance Financing. Following the Champlain Towers South tragic condominium collapse, CAI remains committed to condominium safety. State legislatures continue to consider various approaches to financing condominium repairs and maintenance. CAI advocates for proactive measures to ensure building safety through reliable reserve studies, funding, maintenance, and structural integrity practices. CAI remains committed to collaborating with policymakers to promote effective financing options for necessary repairs and maintenance in all community associations.
Reserve Studies and Funding. Reserve studies and funding continue to be a focus for legislators and CAI. CAI and its legislative action committees recommend statutory mandates for reserve studies and funding for all community associations. Additionally, CAI supports requirements for developers to establish proper reserves during the development process to create awareness and financial stability following transition from developer control. CAI also supports a transition of a maintenance manual.
INSURANCE
Insurance and Risk Management. Rising insurance premiums are expected to continue in 2025; especially considering the devastating impact of Hurricanes Helene and Milton in the fall. These rising premiums continue to present a significant challenge for community associations, making it difficult to secure coverage that aligns with best practices, governing documents, and legal requirements. CAI plans to collaborate with stakeholders and legislators to develop solutions that address these challenges. CAI promotes comprehensive risk management programs that prioritize legal compliance and financial stability for community associations, access to the state FAIR plan to bridge the gap, and other policy issues in hopes of providing relief to homeowners and the rising costs of insurance.
SELF-GOVERNANCE OF COMMUNITY ASSOCIATIONS
Community Values. Issues such as accessory dwelling units, solar panels, electric vehicle charging stations, and landscaping requirements continue to be topics of legislative interest. CAI supports the right of community associations to self-govern and establish reasonable regulations that reflect their community values.
The regulation of short and long-term rentals remains a topic of interest in many states. CAI believes that community associations are best positioned to determine rental policies based on their governing documents and the preferences of their homeowners.
Many state sessions begin in January and all 50 states will be in session in 2025. Follow what’s happening in your state by visiting our web site with our real time legislative tracking map at www.caionline.org/advocacy and subscribe to our CAI Advocacy Blog at https://advocacy.caionline.org
• Corporate Counsel
• Assessment Collection & Recovery
• Governing Document Interpretation & Enforcement
• Document Restatement & Amendment
• Civil Litigation
• Architectural Compliance
• Dispute Resolution
• New Development Services
• FHA Certification
• Board Education ( 84 4 ) 4DELPHI ( 84 4 ) 433-574 IN F O @ DEL PH
CAI 2025 LEGISLATIVE PRIORITIES
COMMUNITY GOVERNANCE
COMMUNITY GOVERNANCE
Board Authority and Transparency. CAI recommends that board members adhere to their governing documents and applicable laws, while maintaining transparency in meetings and decision-making. This involves conducting open and fair elections, providing access to records, and disclosing any conflicts of interest.
Board Authority and Transparency. CAI recommends that board members adhere to their governing documents and applicable laws, while maintaining transparency in meetings and decision-making. This involves conducting open and fair elections, providing access to records, and disclosing any conflicts of interest.
CAI 2025 LEGISLATIVE PRIORITIES
Board Member Education. CAI encourages voluntary education for board members and advises legislators to collaborate with CAI’s legislative action committees if considering mandates. This approach ensures that education initiatives align with the unique needs of each community association.
COMMUNITY GOVERNANCE
Board Member Education. CAI encourages voluntary education for board members and advises legislators to collaborate with CAI’s legislative action committees if considering mandates. This approach ensures that education initiatives align with the unique needs of each community association.
COLLECTIONS OF ASSESSMENTS AND COVENANT ENFORCEMENT
COLLECTIONS
Foreclosures and Fining Authority. CAI emphasizes the need for fair and equitable foreclosure procedures that protect homeowners and community associations alike.
Board Authority and Transparency. CAI recommends that board members adhere to their governing documents and applicable laws, while maintaining transparency in meetings and decision-making. This involves conducting open and fair elections, providing access to records, and disclosing any conflicts of interest.
OF ASSESSMENTS AND COVENANT ENFORCEMENT
Collection of Delinquent Assessments.
Foreclosures and Fining Authority. CAI emphasizes the need for fair and equitable foreclosure procedures that protect homeowners and community associations alike.
Board Member Education. CAI encourages voluntary education for board members and advises legislators to collaborate with CAI’s legislative action committees if considering mandates. This approach ensures that education initiatives align with the unique needs of each community association.
CAI strongly advocates for efficient and equitable methods for collecting delinquent assessments. Legislative limitations on such collections could undermine community associations’ financial health. Therefore, CAI supports legislation that strengthens collection procedures while ensuring due process protections for homeowners.
COLLECTIONS OF ASSESSMENTS AND COVENANT ENFORCEMENT
Collection of Delinquent Assessments. CAI strongly advocates for efficient and equitable methods for collecting delinquent assessments. Legislative limitations on such collections could undermine community associations’ financial health. Therefore, CAI supports legislation that strengthens collection procedures while ensuring due process protections for homeowners.
CONDOMINIUM SAFETY
Foreclosures and Fining Authority. CAI emphasizes the need for fair and equitable foreclosure procedures that protect homeowners and community associations alike.
CONDOMINIUM SAFETY
Condominium Repair and Maintenance Financing. CAI remains committed to collaborating with policymakers to promote effective financing options for necessary repairs and maintenance in all community associations.
Condominium Repair and Maintenance Financing. CAI remains committed to collaborating with policymakers to promote effective financing options for necessary repairs and maintenance in all community associations.
Reserve Studies and Funding. CAI and its legislative action committees recommend statutory mandates for reserve studies and funding for all community associations. Additionally, CAI supports requirements for developers to establish proper reserves during the development process to create awareness and financial stability following transition from developer control. CAI also supports a transition of a maintenance manual.
Collection of Delinquent Assessments. CAI strongly advocates for efficient and equitable methods for collecting delinquent assessments. Legislative limitations on such collections could undermine community associations’ financial health. Therefore, CAI supports legislation that strengthens collection procedures while ensuring due process protections for homeowners.
CONDOMINIUM SAFETY
Reserve Studies and Funding. CAI and its legislative action committees recommend statutory mandates for reserve studies and funding for all community associations. Additionally, CAI supports requirements for developers to establish proper reserves during the development process to create awareness and financial stability following transition from developer control. CAI also supports a transition of a maintenance manual.
Condominium Repair and Maintenance Financing. CAI remains committed to collaborating with policymakers to promote effective financing options for necessary repairs and maintenance in all community associations.
INSURANCE
INSURANCE
Reserve Studies and Funding. CAI and its legislative action committees recommend statutory mandates for reserve studies and funding for all community associations. Additionally, CAI supports requirements for developers to establish proper reserves during the development process to create awareness and financial stability following transition from developer control. CAI also supports a transition of a maintenance manual.
Insurance and Risk Management. CAI promotes comprehensive risk management programs that prioritize legal compliance and financial stability for community associations, access to the state FAIR plan to bridge the gap, and other policy issues in hopes of providing relief to homeowners and the rising costs of insurance.
Insurance and Risk Management. CAI promotes comprehensive risk management programs that prioritize legal compliance and financial stability for community associations, access to the state FAIR plan to bridge the gap, and other policy issues in hopes of providing relief to homeowners and the rising costs of insurance.
SELF-GOVERNANCE OF COMMUNITY ASSOCIATIONS
Community Values. CAI supports the right of community associations to self-govern and establish reasonable regulations that reflect their community values.
INSURANCE
SELF-GOVERNANCE OF COMMUNITY ASSOCIATIONS
Community Values. CAI supports the right of community associations to self-govern and establish reasonable regulations that reflect their community values.
CAI believes that community associations are best positioned to determine rental policies based on their governing documents and the preferences of their homeowners.
Insurance and Risk Management. CAI promotes comprehensive risk management programs that prioritize legal compliance and financial stability for community associations, access to the state FAIR plan to bridge the gap, and other policy issues in hopes of providing relief to homeowners and the rising costs of insurance.
CAI believes that community associations are best positioned to determine rental policies based on their governing documents and the preferences of their homeowners.
SELF-GOVERNANCE OF COMMUNITY ASSOCIATIONS
Community Values. CAI supports the right of community associations to self-govern and establish reasonable regulations that reflect their community values.
www.caionline.org
#WeAreCAI
» See what’s happening in your state with our real time legislative tracking map at www.caionline.org/advocacy
CAI believes that community associations are best positioned to determine rental policies based on their governing documents and the preferences of their homeowners.
Subscribe to the CAI Advocacy Blog at advocacy.caionline.org
Follow us @CAIAdvocacy
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» See what’s happening in your state with our real time legislative tracking map at www.caionline.org/advocacy
Hyatt Regency Sacramento
April 22 – 24, 2025 | At the Capitol April 23, 2025 | Zoom Session
CAI-CLAC ADVOCACY WEEK 2025 SPONSORSHIP OPPORTUNITIES
Event Sponsor | $2,000
• Includes two (2) event registrations
• Company logo featured on all event signage:
– Welcome Session
– Two Legislative Day Sessions
– During breakfast and lunch
• Opportunity for company representative(s) to be photographed with Award recipients. Photo(s) to be shared by CAI-CLAC on social media
• Company logo featured in the Legislative Briefcase, which includes all Legislative Bill Sheets, and event information, to be used by all eight (8) CAI chapters for both virtual and in-person attendees
• Logo recognition on CAI-CLAC Advocacy Week event web page and event email promotions
• Recognition at all sessions
Mini Expo Sponsor | $800 (Limit 5)
• Includes one (1) event registration
• 6’ draped table for display of promotional items
• Logo recognition on CAI-CLAC Advocacy Week event web page and event email promotions
• Sponsor(s) tagged on all Advocacy Week social media posts
• Recognition at all sessions
Bill Sheet Sponsorship | $750 (Limit 6)
• Company logo featured on all Legislative Bill Sheets used by all eight (8) CAI Chapters for virtual and in-person attendees
• Logo recognition on CAI-CLAC Advocacy Week event web page and event email promotions
• Sponsor(s) tagged on all Advocacy Week social media posts
• Recognition at all sessions
Happy Hour! Meet the
Delegates
& Awards Champagne Sponsor | $650 (Limit 5)
• Company logo branded cocktail napkins – CAI-CLAC to provide
• Logo recognition on CAI-CLAC Advocacy Week event web page and event email promotions
• Sponsor(s) tagged on all Advocacy Week social media posts
• Recognition at all sessions and during Happy Hour!
AGENDA
(subject to change)
Tuesday, April 22, 2025 IN-PERSON ONLY
1:00 pm – 2:30 pm
Registration & Lunch 1:00 pm – 5:00 pm
Exhibitor Mini Expo 2:45 pm – 5:00 pm
Opening Session | Bill Briefing
Wednesday, April 23, 2025 IN-PERSON + VIRTUAL IN-PERSON 8:00 am
Registration, Breakfast & Networking 9:30 am
Group Picture on the Capitol Steps before Legislator Visits 9:45 am – 5:00 pm
Legislative Meetings at the Capitol 11:30 am – 1:00 pm
Buffet Lunch at Gold Rush Grille (at your convenience, between sessions) 5:30 pm – 7:00 pm
Happy Hour! Meet the Delegates, 2024 Volunteer Recognition Awards & Champagne Toast
VIRTUAL VIA ZOOM 12:00 pm Virtual Bill Briefing 1:00 pm – 4:00 pm Virtual Legislative Meetings
Thursday, April 24, 2025 IN-PERSON ONLY 8:30 am
Registration, Breakfast & Networking 9:00 am
Debrief with Advocate Louie Brown, Grand Prize drawing 10:00 am
CAI National Update with Dawn Bauman, Chief Strategy Officer, CAI National; Executive Director, Foundation for Community Association Research 11:30 am
Closing & Depart
Photography Sponsor | $500 (Limit
5)
Photography Sponsor | $500 (Limit 5)
• Logo recognition on CAI-CLAC Advocacy Week event web page and event email promotions
• Recognition at all sessions
• Logo recognition on CAI-CLAC Advocacy Week event web page and event email promotions
• Recognition at all sessions
• Sponsor(s) to be tagged on all Advocacy Week event social media posts
• Sponsor(s) to be tagged on all Advocacy Week event social media posts
Legislative Virtual Visit Sponsor | $500 (Limit 5)
Legislative Virtual Visit Sponsor | $500 (Limit 5)
• Opportunity to provide recorded company commercial (one minute maximum) to be shared before the Virtual Advocacy Week Legislative sessions (Wednesday. Deadline for submission: April 4, 2025, 5:00 pm PST
• Opportunity to provide recorded company commercial (one minute maximum) to be shared before the Virtual Advocacy Week Legislative sessions (Wednesday. Deadline for submission: April 4, 2025, 5:00 pm PST
• Company logo featured on Zoom background provided by CAI-CLAC
• Company logo featured on Zoom background provided by CAI-CLAC
• Logo recognition on CAI-CLAC Advocacy Week event web page and event email promotions
Legislative Briefcase Sponsor | $200
• Logo recognition on CAI-CLAC Advocacy Week event web page and event email promotions
Legislative Briefcase Sponsor | $200
The Legislative Briefcase will include all event documents, including CAI-CLAC Legislative Bill Position Sheets, event agendas and other important attendee documents for attendees.
The Legislative Briefcase will include all event documents, including CAI-CLAC Legislative Bill Position Sheets, event agendas and other important attendee documents for attendees.
• Opportunity to encourage unique and personal connections with attendees from all over California
Grand Prize Sponsor | $100 (Limit 10)
Your sponsorship will be included in the Grand Prize pot of gift cards awarded to one lucky raffle ticket holder.
• Company name on event raffle tickets
• Company name on CAI-CLAC website
flyer. Content suggestions include: a giveaway or prize (such as a gift card or company promotional item) for contacting sponsor directly. The sponsor is responsible for delivering promo items to the attendee. Deadline for PDF submission: Friday, April 4, 2025 by 5:00 pm. (PST)
• Company name on CAI-CLAC website and email promotions.
FUNraising Wall Sponsor
$20 Minimum Donation of Item/Service
Grand Prize Sponsor | $100 (Limit 10)
Your sponsorship will be included in the Grand Prize pot of gift cards awarded to one lucky raffle ticket holder.
• Company name on event raffle tickets
• Company name on CAI-CLAC website
FUNraising Wall Sponsor
$20 Minimum Donation of Item/Service
The FUNraising Wall is the highlight of the Happy Hour! Sponsors will have the opportunity to support CAI-CLAC while promoting their business at the CAI-CLAC Happy Hour! and Meet the Delegates & Awards Champagne event. Attendees will have the opportunity to purchase a mystery prize envelope for $10 from the wall of donated prizes!
• Provide a $20 retail value donation (minimum), along with two (2) business cards to include in the envelope. Suggested donations include gift cards, bottle(s) of wine, vacation getaways, concert tickets, etc. Be creative!
• Recognition during the Happy Hour! event.
The FUNraising Wall is the highlight of the Happy Hour! Sponsors will have the opportunity to support CAI-CLAC while promoting their business at the CAI-CLAC Happy Hour! and Meet the Delegates & Awards Champagne event. Attendees will have the opportunity to purchase a mystery prize envelope for $10 from the wall of donated prizes!
• Opportunity to encourage unique and personal connections with attendees from all over California
• Provide CAI-CLAC with a one page 8.5 x 11 PDF promo flyer. The company QR code will be provided upon request (request due by Wednesday, March 26, 2025) for placement on your
• Provide CAI-CLAC with a one page 8.5 x 11 PDF promo flyer. The company QR code will be provided upon request (request due by Wednesday, March 26, 2025) for placement on your flyer. Content suggestions include: a giveaway or prize (such as a gift card or company promotional item) for contacting sponsor directly. The sponsor is responsible for delivering promo items to the attendee. Deadline for PDF submission: Friday, April 4, 2025 by 5:00 pm. (PST)
• Company name on CAI-CLAC website and email promotions.
Sacramento April 22 – 24, 2025 | At the Capitol April 23, 2025 | Zoom Session
CAI-CLAC Advocacy Week 2025 is in-person and back at the Capitol in Sacramento!
Join us to help educate legislators, seek support for specific bills and connect with your industry peers.
For those unable to attend in person, connect with us via Zoom for Virtual Bill Briefing and Legislative Meetings on Wednesday, April 23, 2025.
• Provide a $20 retail value donation (minimum), along with two (2) business cards to include in the envelope. Suggested donations include gift cards, bottle(s) of wine, vacation getaways, concert tickets, etc. Be creative!
• Recognition during the Happy Hour! event.
