CAI-CV HOA Living Magazine September 2025 by CAI-Coachella Valley Chapter

CALLING ALL COUNTRY CLUBS!!!

Host CAI-CV's Premier Educational

Luncheon and Mini Tradeshow

WHAT WE NEED:

• Space for 130-180 attendees

• Food and Beverage service on-site

• AV equipment for presentations (podium, mic, projector/screen)

WHAT YOU GET:

• Your community featured in HOA Living magazine the month of your sponsorship

• Recognition on all event marketing materials

• Opportunity to showcase your venue to CAI-CV members and industry professionals

If your community or club is interested in hosting these exciting programs, please reach out to admin@cai-cv.org.

We are currently seeking country clubs or venues to sponsor and host for our monthly Educational

The Community Associations Institute – Coachella Valley Chapter (CAICV), established in 1983, is a nonprofit organization dedicated to serving the educational, business, and networking needs of community association professionals and homeowner leaders throughout the Coachella Valley. As part of an international organization, CAI-CV provides vital resources, training, and legislative advocacy to help homeowners associations (HOAs) operate effectively and responsibly.

Our mission is to build better communities by equipping board members, community managers, and business partners with the knowledge and tools necessary to lead with confidence, make informed decisions, and foster thriving, well-managed neighborhoods.

Membership is open to all who serve HOAs. Board members can enroll up to 15 members of their community, including the Board of Directors, committee chairs, and committee members, with one low fee. This offer also extends to cities or other governing agencies that would like to connect with CAI.

If you are a manager or business partner, CAI offers many opportunities for education and credentialing, including the Educated Business Partner distinction, multiple designations, and specialty credentials for community managers. To inquire about membership, visit www.cai-cv.org/join, call (760) 341-0559, or email admin@cai-cv.org.

MEMBER RESOURCES

Members have access to our online directory, which contains contact information for all members within our chapter across all membership categories. Advertising opportunities are also available—please contact our office for details.

2025 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

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

PRESIDENT ELECT

BRUCE LATTA, CMCA

Manager, Indio Properties/President, Desert Cities HOA Council

SECRETARY

BG (RET) GUIDO PORTANTE

Director, Mira Vista at Mission Hills HOA

TREASURER

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

CONTACT INFORMATION

GENERAL INQUIRIES

Email: admin@cai-cv.org

Phone: (760) 341-0559

CAI-CV, 49950 Jefferson, Suite 130-117 Indio, CA 92201

MEMBERSHIP INQUIRIES AND UPDATES

Membership status/renewals cai-info@caionline.org

Address or information changes addresschanges@caionline.org

DIRECTOR

CLINT ATHERTON, PCAM, LSM General Manager, Sun City Palm Desert

DIRECTOR

BRIAH CASTILLO, BUSINESS DEVELOPMENT

Ivan’s Painting DIRECTOR

MANDIE CHLARSON Principlal, NLB Consulting & Elections

DIRECTOR

MICHELLE LOPEZ, CMCA, AMS Director of Community Management, Powerstone Property Mgmt.

DIRECTOR

LILY ORTEGA, CMCA Office Manager, Pro Landscape DIRECTOR

MIKE TRAIDMAN

Treasurer, Mira Vista at Mission Hills HOA Commissioner, CAMICB

Recruiter credit addresschanges@caionline.org

NATIONAL CONTACTS

National Corporate Member updates addresschanges@caionline.org

National Professional Directory

Laura Mason, lmason@caionline.org

Dues or multi-chapter additions cashprocessors@caionline.org

ABOUT HOA LIVING MAGAZINE

HOA Living is CAI-CV’s monthly magazine and the official publication of the chapter. Circulation is approximately 800 and growing. A digital copy is distributed free to all members, and a printed version is available with a paid subscription.

If you are interested in submitting an article or advertising, contact us at HOALiving@cai-cv.org.

2025 HOA LIVING MAGAZINE COMMITTEE MEMBERS

JENNIFER JAMES, ESQ. CHAIR

Partner & Managing Attorney of the Coachella Valley, Roseman Law, APC

ASHLEY LAYTON, CMCA, AMS, PCAM CO-CHAIR

Premier Community Association Management

SEAN ANDERSON Association Reserves

FELICIA BUSOS WICR Inc.

Waterproofing & Construction

SIERRA CARR, CMCA, AMS, CCAM, PCAM Associa Desert Resort Management

JOHNNY CONTRERAS Southwest Landscape

JAYME FAKEHANY, CMCA, AMS Associa Desert Resort Management

ROBERTO ANTONIO FLORES Hidroklear LLC

MIKE TRAIDMAN

BOARD LIAISON

Mira Vista at Mission Hills HOA

MIRANDA LEGASPI Platinum Security

LILY ORTEGA Pro Landscaping Inc.

BRITAIN ROME Allied Universal

JASON SAVLOV, ESQ. Adams | Stirling, PLC

JOHN SCHUKNECHT LaBarre/Oksnee Insurance

STEVEN SHUEY, PCAM Retired Community Manager

CHRIS SIGLER, B.S.C.E, CDT C.L. Sigler & Associates, Inc.

HOLLY SMITH

CAI-CV Executive Director

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

EDITORIAL DISCLAIMER

The opinions and views expressed in editorial material are those of the individual writer or interviewee and do not necessarily reflect those of CAI-CV, its Board of Directors, or its advertisers. Unless specifically stated, CAI-CV does not endorse any person, political candidate, or opinion.

The materials in this publication are intended to provide timely, authoritative information to our members. However, CAI-CV does not provide legal, accounting, or other professional services. Readers are encouraged to seek advice from qualified professionals before acting on information contained herein.

HOA Living reserves the right to reject advertising submissions that do not meet our standards. For advertising guidelines, please contact CAI-CV staff.

All submissions are subject to editing for grammar, length, and appropriateness.

Advertisers, please note that print colors may vary slightly due to differences in the printing process.

NEW AND RENEWING MEMBERS

NEW BUSINESS PARTNERS

RE-BATH

Mr. Niko Zavala (951) 376-3065 marketing.2381@rebath.com

RENEWING BUSINESS PARTNERS

ACCURATE TERMITE & PEST CONTROL

Mr. Denis Goulding (949) 994-0758 denis@accuratetermitecontrol.com

ADVANCED RESERVE SOLUTIONS

Ms. Roxi Bardwell, AMS, PCAM, RS (510) 693-1620 rbardwell@arsinc.com

BPR, INC.

Mr. Thomas Edelson (855) 804-7336 thomas@bpr1.com

BROWN & BROWN

Mr. Michael Hughes, CMCA, CIRMS (503) 523-6351 michael.hughes@bbrown.com

DENICHILO LAW, APC

Mr. Robert DeNichilo, Esq. (949) 654-1510 robert@dlawapc.com

ROOF ASSET MANAGEMENT, INC.

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

RENEWING MANAGEMENT COMPANIES

VINTAGE GROUP

Ms. Amy Moore, CMCA (855) 403-3852 amy@vintagegroupre.com

NEW MANAGERS

7 LAKES GOLF AND COUNTRY CLUB

Ms. Patsy Carreon (760) 534-5003 pcarreon@7lakescountryclub.com

ASSOCIA DESERT RESORT MANAGEMENT

Ms. Kristina Nelson (760) 346-1161 kristina.nelson@drminternet.com

LAKES COUNTRY CLUB ASSOCIATION

Mr. James Schmid (760) 498-6647 jschmid@thelakescc.com

PERSONALIZED PROPERTY MANAGEMENT CO.

Ms. Shelly Ruegsegger (760) 325-9500 sruegsegger@hoappm.com

Mr. Donald Zauner (631) 807-2320 donzauner@yahoo.com

RENEWING MANAGERS

ASSOCIA DESERT RESORT MANAGEMENT

Ms. Robin Poole (760) 346-1161 rpoole@drminternet.com

LAGUNA DE LA PAZ HOMEOWNERS ASSOCIATION

Ms. Susan Graeff, CMCA, AMS (760) 406-3145 sue.graeff@managementtrust.com

MONARCH MANAGEMENT PROPERTY SOLUTIONS

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

PGA WEST RESIDENTIAL ASSOCIATION

Ms. Kelly McGalliard, AMS, PCAM (760) 771-5125 kellym@pgawest.org

THE GAFFNEY GROUP, INC.

Ms. Meaghan Gaffney-Howe, CMCA, AMS (760) 327-0301 meaghan@thegaffneygroup.net

THE MADISON CLUB OWNERS ASSOCIATION

Ms. Berenice Ceja (760) 391-4564 cmanager@madisonclubowners.org

THE MANAGEMENT TRUST, DESERT REGION

Ms. Kaylynn Hudson (760) 862-6305 kaylynn.hudson@managementtrust.com

THE MANAGEMENT TRUST, DESERT REGION

Mr. Michael Langolf (760) 776-5100 michael.langolf@managementtrust.com

THE RESERVE COMMUNITY ASSOCIATION

Mrs. Julie Reese, CMCA, AMS, PCAM (760) 674-2242 jreese@thereserveca.com

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

Miss Michaela Morgan, CMCA, AMS (760) 862-6314 micarmorgan98@gmail.com

NEW HOMEOWNER LEADERS

CANYON SHORES CONDOMINIUM ASSOCIATION

Mr. Abbas Mirhashemi

CASA DORADO AT INDIAN WELLS ASSOCIATION

Ms. Jane Anderson

Ms. Ellen Benedetto

HIGHLAND SPRINGS COUNTRY CLUB HOMEOWNERS ASSOCIATION

Mr. Mark Aguilar

Ms. Marji Gilman

Mr. Jim Long

K. HOVNANIAN’S FOUR SEASONS AT TERRA LAGO COMMUNITY ASSOCIATION

Ms. Cherly Adler

Mr. David Adler

Ms. Maria Carelock

Ms. Daphne Cortese

Mr. Rick Crawford

Mr. Steve Hartje

Ms. Eva Macera

Mr. Joe Macera

Mr. John Moyer

Ms. Cindy Otis

Mr. Vince Pate

Mr. Don Ruiz

RENEWING HOMEOWNER LEADERS

CASA DORADO AT INDIAN WELLS ASSOCIATION

Mr. Bruce Bahneman

Mr. James Domke

Ms. Phyllis McKinley

Mr. Donald Morgan

Mr. Thomas Sager

HIGHLAND SPRINGS COUNTRY CLUB HOMEOWNERS ASSOCIATION

Ms. Patricia Aspan

Ms. Debbie Cave

Mr. Lee Fashempour

Ms. Ruth Jetmore

Ms. Bonnie Landa

Ms. Rosemarie Peterson

Mr. Mike Rodriguez

Ms. Rhea Weber

K. HOVNANIAN’S FOUR SEASONS AT TERRA LAGO COMMUNITY ASSOCIATION

Mr. Ken Hansely

Mr. Paul Masalakowski

Mr. Mike Scoggins

MOUNTAIN VIEW COUNTRY CLUB HOMEOWNERS ASSOCIATION

Ms. Janalee Arthur

Mr. Tim Breedlove

Mr. Mark Child

Ms. Laurie Duncan

Ms. Anne Farnham

Mr. Rodney Gentry

Mr. Carl Glordano

Mr. Ed Keegan

Ms. Cheryl Krausfeldt

Ms. Andi Mallen

Mr. Scot Woodward

PALM DESERT COUNTRY CLUB HOMEOWNERS ASSOCIATION

Ms. Heather Andrews

Mr. Ron Crisp

Ms. Maria Demme

Ms. Patricia McCabe

Ms. Cheryl Mena

Ms. Jeilyn Planos

Mr. Raymond Rieger

Ms. Tina See

PORTOLA COUNTRY CLUB

Mr. Rick Anderson

Mr. Troy Hassey

Mr. Bob Haueter

Mr. Michael Patino

Ms. Heide Pylatuk

Mr. Gilbert Rodgers

Ms. Karen Woolworth

VICTORIA FALLS HOMEOWNERS ASSOCIATION

Mr. William Diedrich

Mr. Steven Friscia

Mr. Jan Hobson

Mr. Phillip Kasparek

Ms. Dana Manciagli

Mr. Dan McCarthy

Ms. Sandra McCarthy

Mr. Mike Piazza

Mr. Robert Pvlone

Mr. Jim Steinhoff

Mr. Robin Thomas

Mr. Don Urista

Mrs. Roz Urista

Mr. Mark Davis

Ms. Terri Langhans

President’s Message

Mark Dodge, CMCA, AMS Branch President and Chief Executive Officer Desert Resort Management – an Associa Company

As summer winds down and the desert begins to welcome back our part-time residents, CAI Coachella Valley is gearing up for a season filled with opportunities to connect, learn, and grow together.

We’ll kick off with something truly unique—our Networking in the Wild event at the Living Desert Zoo and Botanical Gardens, an evening where relationships can grow as naturally as the beautiful surroundings. Shortly after, we’re excited to host our very first Annual Pickleball Tournament at Mission Hills Country Club—a fun and engaging way to strengthen bonds within our community.

In October, our first Tradeshow Lunch Program will launch, bringing valuable education and networking to members, followed closely by our always-popular Oktoberfest. These events are just a glimpse of what’s ahead as we continue to create spaces where business partners, managers, and board members can thrive together.

As budget season approaches, we know how quickly our calendars fill up. Between board meetings, community planning, and seasonal demands, it’s easy to stay caught in the motion and forget the meaning behind the work we do. Let’s take a moment to pause, breathe, and—quite literally—stop and smell the roses. In doing so, we remind ourselves that our efforts create stronger, more vibrant communities where people love to live.

This season, I encourage you to stay connected, stay inspired, and take time for yourself even as the pace picks up. Together, let’s make the months ahead not just busy, but meaningful.

With gratitude,,

Monday

CAI-CV 2025 CALENDAR

Friday

2025 CORPORATE SPONSORS

TITANIUM

Associa Desert Resort Management

C.L. Sigler & Associates, Inc.

Fiore, Racobs & Powers, A PLC

Flood Response

Gardner Outdoor and Pool Remodeling Hotwire Communications

Lloyd Pest Control Signarama

AMS Paving, Inc.

BRS Roofing, Inc.

Cooper Coatings

EmpireWorks

First Citizens Bank

MC Builder Corp

Powerstone Property Management

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

Dunn-Edwards, Corp

Epsten, APC

Horizon Lighting

Ivan’s Painting

NLB Consulting & Elections

Patrol Masters, Inc.

SCT Reserve Consultants

Sierra Dawn Estates HOA

Southwest Landscape & Maintenance

SouthWest Security

Sun King Electric, Inc.

Vista Paint Corporation

3.0/3.5/4.0+ CHECK-IN 10:00am GAMES START AT 10:15am CHECK-IN 7:00am GAMES START AT 8:00am MEN’S DOUBLES 3.0/3.5/4.0+ WOMEN’S DOUBLES 3.0/3.5/4.0+

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Dear Property

Selecting a telecommunications decision. As you begin to consider your options, we would like the opportunity to meet with your key leaders to provide more information about Hotwire Communications

Dear Property

Dear Property Manager and Board Members,

Selecting a telecommunications provider for your community is a very important decision. As you begin to consider your options, we would like the opportunity to meet with your key leaders to provide more information about Hotwire Communications® and the benefits of Fiber-to-the-Home (FTTH) technology.

Hotwire specializes in providing advanced television solutions, high speed gigabit Internet, telephone service and home security via FTTH technology. Currently serving over 1,600 communities nationwide, and now communities here in the Coachella Valley, we design and build a FTTH network for each community at our cost.

Dear Property Manager and Board Members,

Our modern infrastructure has enabled us to become nationally recognized by Netflix and PC Magazine.

Hotwire offers a wide variety of packages at competitive rates; we consult with your Home Owners Association, Property Management Company or Board of Directors to customize a solution to deliver incredible services and great savings to your community!

Our modern infrastructure has enabled us to become nationally recognized by Netflix and PC Magazine.

HOA Complimentary

Our modern infrastructure has enabled us to become nationally recognized by Netflix and PC Magazine.

William Brady BUSINESS DEVELOPMENT EXECUTIVE

• Expert On-Site Consultation and Assistance

• Job Walk / Surface Checklist

• Project Records

Please let us know when you would like to schedule time to discuss the benefits of fiber optic technology and the savings Hotwire can provide your community with our bulk service options. I look forward to hearing from you!

• Contractor Referral Service

Our modern infrastructure has enabled us to become nationally recognized by Netflix and PC Magazine.

• Training for Maintenance Staff

• Scope of Work Development

Sincerely,

• Detailed Property Paint Specifications

• Maintenance Account

William Brady Business Development Executive

• Employee and Homeowner Discounts

Sincerely,

William Brady Business Development Executive

Sincerely,

William Brady Business Development Executive

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

Sincerely,

William Brady Business Development Executive

CAI-CLAC Advocacy Update

AUGUST 2025

By California Legislative Action Comittee

The legislature is currently on summer recess and will reconvene on August 18. The last day for fiscal committees to hear and report legislation to the Senate and Assembly floors is August 29. While we’ve made meaningful progress on several of our priority bills, major challenges remain. Here’s where things currently stand:

SB 770 (ALLEN) COMMON INTEREST DEVELOPMENTS: EV CHARGING STATIONS.

This bill would eliminate the requirement for HOA members installing EV chargers in common areas to name the association as an additional insured. Despite providing evidence to the author that major insurance carriers do issue the required certificate, no compromise has been reached despite our continued efforts. The bill passed both the Assembly Judiciary and Insurance Committees and now heads to the Assembly Floor. We will continue to advocate for fairness and sensible amendments. Stay tuned for a Call to Action or other engagement opportunities.

SB 625 (WAHAB) HOUSING DEVELOPMENTS: DISASTERS: RECONSTRUCTION OF DESTROYED OR DAMAGED STRUCTURES.

This bill proposes a streamlined architectural review process for rebuilding after natural disasters. After productive discussions, we reached an agreement that limits its scope to actual disaster-related events and CLAC has moved to a neutral position. The bill passed the Assembly Judiciary Committee and now heads to the Assembly Appropriations Committee.

SB 547 (PEREZ) COMMERCIAL PROPERTY INSURANCE CANCELLATION AND NONRENEWAL

This bill adds commercial property with policy limits of $10,000,000 or more to the cancellation moratorium list. The bill passed the Assembly Insurance Committee, and CLAC has taken a support position. The bill heads to the Assembly Appropriations Committee.

"EVERY BILL ON OUR HOT BILLS OF 2025 LIST WOULD INCREASE COSTS FOR ASSOCIATIONS AND THEIR MEMBERS."

“ASSOCIATIONS ARE NOT THE CAUSE OF THE HOUSING CRISIS—AND WE MUST NOT BE MADE INTO SCAPEGOATS.”

SB 410 (Grayson) Common interest developments: association records: exterior elevated elements inspection

Would require inspectors to include specific information on the cover page of balcony inspection reports. The bill passed the Assembly Judiciary Committee and now heads to the Assembly Floor.

SB 282 (WIENER) RESIDENTIAL HEAT PUMP SYSTEMS: WATER HEATERS AND HVAC: INSTALLATIONS

Would void any CC&R that prohibits the installation of an electric heat pump. This bill was held in the Senate Appropriations Committee and will not move this session.

AB 942 (CALDERON) ELECTRICITY: CLIMATE

CREDITS

Would have reduced the contract for Net Energy Metering rates for those associations that installed solar from 20 years to 10 years. This section of the bill was deleted, and CLAC will not take an active position on the bill at this time. The bill passed in the Senate Energy, Utilities and Communications Committee and now heads to the Senate Appropriations Committee.

SB 681 (Wahab) | AB 130 Housing (Committee on Budget) Which proposed

a $100 cap on HOA fines, with an exception for violations that pose a health or safety risk. The bill was signed into law on June 30 and took effect immediately, which requires HOAs to revise their fine and enforcement policies.

CAI-CLAC is now developing a strategy to address and correct this issue in the next legislative session. Member engagement will be critical moving forward.

This year, “affordability” is the Legislature’s favorite talking point. Yet, every bill on our Hot Bills of 2025 list would increase costs for associations and their members.

We need your help to remind lawmakers that HOAs provide affordable, community-oriented housing to millions of Californians. Associations are not the cause of the housing crisis—and we must not be made into scapegoats.

Now more than ever; it’s vital that we engage with legislators and emphasize that “affordability” should not come at the expense of community governance, member protections, and common-sense policy. Your voice matters in Sacramento.

If you haven’t already done so, you are encouraged to follow CAI-CLAC on Facebook, X, LinkedIn, Instagram and YouTube for ongoing news, resources, events and legislative action. AND, feel free to LIKE, SHARE and COMMENT on CAI-CLAC posts. This helps to spread our message and show the strength of our community.

By California Legislative Action Acmmittee For any questions call Wendy Van Messel, CMCA 916-791-4750 or office@caiclac.com

“NOW MORE THAN EVER, IT’S VITAL THAT WE ENGAGE WITH LEGISLATORS AND EMPHASIZE THAT ‘AFFORDABILITY’ SHOULD NOT COME AT THE EXPENSE OF COMMUNITY GOVERNANCE, MEMBER PROTECTIONS, AND COMMON-SENSE POLICY.”

Avoiding Conflict: Unique Issues in Senior Housing Communities

By Emily A. Long, Esq.

If you’re a resident of the Coachella Valley—or someone who comes here to work or play—you know about the demographic makeup of our communities. Older adults from across the country (and the world) choose to come to our beautiful valley to live out their retired lives, in search of a warmer climate and a high quality of life. The Coachella Valley’s economy and social fabric rely upon these older adults and their investments throughout the desert cities.

As verified by the U.S. Census Bureau, the population of the Coachella Valley is older in comparison with the rest of Riverside County. As of 2023, 19.4% of the Coachella Valley’s residents are individuals aged 65 and older. By contrast, throughout all of Riverside County, only 15.7% of residents are aged 65 years and older.

In addition to having a generally older population, we also have a large number of senior housing communities in the Coachella Valley. Senior housing communities must satisfy both federal and state laws on senior housing in

“NO MATTER THE AGE OF THE RESIDENT, PEOPLE APPRECIATE BEING HEARD AND ACKNOWLEDGED.”

order to protect their “senior housing” status. This federal status legally allows a senior housing community to require residents to be of a certain age without facing claims of age discrimination. This article does not discuss the legal requirements of senior housing communities—the literature on that topic is vast. Rather, it touches on ways to reduce conflict and provides practical

suggestions for preserving open communication with older residents before a conflict escalates into a full-blown dispute.

At the outset, senior housing communities are unique from other types of housing because they often offer camaraderie and fellowship to seniors, along with services in addition to housing. Some senior housing communities in the Coachella Valley provide recreational opportunities, extra amenities, on-site services (e.g., beauty salon, library, private space rental, restaurants), as well as association-sanctioned committees, interest groups, and social events.

It is not uncommon for individuals working in senior communities to develop deeper relationships with residents; sometimes even forming close friendships. Such relationships can be extremely valuable to all involved. Unfortunately, these relationships can also open an association and its board members to possible liability if the association doesn’t closely follow the requirements in the law or governing

documents. The likelihood of conflict can increase if there is a preexisting relationship, as feelings may be hurt when the association exercises its enforcement powers as required under applicable law.

Below are a few helpful tips to prevent conflicts from growing into bigger problems.

COMMUNICATION PREFERENCES

All people—no matter their age— appreciate direct and clear communication. However, with rapid advances in technology in recent years, some older members may not have the same technological skills that younger members have. This can make it harder for older residents to communicate effectively with the association electronically.

Younger members may consent to “electronic delivery” of association notices and competently open and review all correspondence. However, many senior members of Coachella Valley communities prefer the telephone, even if they list an email as their preferred delivery address.

As a general practice, if the association sends a notice through a member’s preferred delivery method but receives a phone call in response, taking the time to return that call goes a long way. Confirming by phone that the owner received and reviewed the

“FLEXIBILITY IS IMPORTANT IN SENIOR COMMUNITIES— SOMETIMES A SIMPLE COURTESY CAN PREVENT A CONFLICT FROM ESCALATING.”

correspondence shows courtesy and helps build trust. While telephone communication is not legally recognized notice, it is an appreciated courtesy. Similarly, if an owner calls the management office to file a complaint, management should redirect the owner to submit the complaint in writing— either dropped off, mailed, or emailed. Taking the time to explain why written documentation is required may be new to that resident. Delivering this message by phone and making a note in the owner’s file will likely make the owner feel acknowledged and reduce the chance of escalation.

NOTICES

Association notices are generally provided by either “general” or “individual delivery.” General delivery is often the default under the Davis-Stirling Common Interest Development Act. Civil Code § 4045 outlines several methods of general notice, including:

• Including the notice in a billing statement, newsletter, or other document (Cal. Civ. Code § 4045(a)(2));

• Posting in a prominent, designated location (Cal. Civ. Code § 4045(a)(3));

• Posting on the association’s website (Cal. Civ. Code § 4045(a)(5)); or

• Providing by “individual delivery” if requested (Cal. Civ. Code § 4045(a)(1)).

Rule changes, board or member meeting notices, and most election notices must generally be provided by general delivery unless governing documents state otherwise.

Notices requiring “individual delivery” are less common. Each year, associations must solicit members’ preferred delivery method(s). A member may now designate up to two mailing addresses or two emails for individual notices. Flexibility is important in senior communities. For example, an owner may initially request email delivery but later ask for paper notices instead. It is typically best to honor the request, even if not worded formally. Similarly, if an owner requests a mailed copy of a notice after receiving an email blast, sending the copy and following up for clarification is often the most practical solution.

IF ASSESSMENTS GO UNPAID

If assessments that were once paid on time stop being paid consistently, it may be worth making a phone call. Before calling, the association should consult its collections provider to ensure compliance with the Fair Debt Collection Practices Act (FDCPA). Older residents may be more likely to experience life or health changes that impact timely payments, and a proactive, compassionate approach can help.

CONTACTING THE PROFESSIONALS

If the board or management becomes aware that a resident poses a health or safety risk to themselves or others, the association should immediately contact

the appropriate authorities and encourage residents to do the same. Dialing 9-1-1 in emergencies is always the right step. Associations should also assist with preparing a police report if requested, while keeping information confidential for privacy reasons.

Additionally, Riverside County’s Office on Aging connects seniors and families with support systems. Association representatives may contact the Office if an owner needs additional assistance. The Office oversees more than 27 programs and services that promote dignity, well-being, and independence for older adults and adults with disabilities. Since management staff are not trained social workers or medical professionals, it is important to reach out to the proper resources when needed.

No matter the age of the resident, people appreciate being heard and acknowledged. Managing communities to foster mutual respect and concern benefits both staff and residents. Hopefully, these small tips will help bring peace to your community.

Emily Long, Esq., Epsten, APC. Epsten, APC is a community association law firm that has been providing solutions to Southern California common interest development legal issues since 1986. Emily is the Managing Shareholder of the Coachella Valley office. You can reach her at elong@epsten.com

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

Sun City Palm Desert

BE A LUNCHEON & MINI TRADE SHOW SPONSORS!

EXHIBITOR TABLE SPONSOR || NOTEBOOK SPONSOR || MANAGER TABLE SPONSORSHIP

NEW SPONSORSHIP OPPORTUNITY!

Announcing a new sponsorship opportunity for all 2025 Educational Lunches and Mini Trade Shows!

ME + 3 SPONSORSHIP – $300 INCLUDES:

• Registration for one Business Partner

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REGISTRATION FOR HOA HOMEOWNER LEADERS & MANAGERS

• MEMBERS: $45 • NON-MEMBERS: $75

CLICK HERE or scan QR code to Register

EMAIL ADMIN@CAI-CV.ORG FOR SPONSORSHIPS

CAI-CV BOARD OF DIRECTOR

NOMINATIONS

Call for CAI-CV Board of Directors nominations is still open. If you would like to be part of the dynamic growth of our chapter submit your nomination no later than Friday September 12th!

Welcoming the Snowbirds: How to Get Your Desert Home Ready for the Season

By Felicia Bustos

Each year, as the relentless heat of a Coachella Valley summer finally begins to fade, a different kind of migration begins. By mid-October, cars with license plates from Canada, the Pacific Northwest, and the Midwest start appearing in driveways. Grocery stores stock up on seasonal favorites. Golf courses green up. And desert neighborhoods come alive again with the arrival of our seasonal residents—affectionately known as “snowbirds.”

While these cooler months are why many choose to make the desert their winter home, the extreme heat, wind, and occasional summer storms can take a toll on properties left unattended. That’s why now is the perfect time to tackle a seasonal maintenance checklist before your returning neighbors step through the door. Whether you’re a fulltime resident, a property manager, or part of an HOA board, a little proactive work now ensures a smooth, stress-free winter.

START WITH A THOROUGH CLEANUP

The desert has its own way of decorating your property during the summer. Monsoon storms can blow palm fronds into yards, scatter fine sand into every crevice, and leave roof drains clogged with debris. First impressions matter, and nothing says “welcome back” like a clean, cared-for home.

• Balcony Decks, Patios & Walkways: Power wash surfaces to remove dust and sunbaked grime. Check for cracks, peeling coatings, signs of wear, or loose tiles that could pose a trip hazard.

• Gutters & Roof Drains: Remove any debris that could cause blockages during rare but intense desert rains.

• Windows & Screens: Summer dust storms leave a fine coating on glass and mesh screens. A quick wash can make a dramatic difference in curb appeal.

“SNOWBIRD SEASON IS WHEN THE COACHELLA VALLEY TRULY COMES ALIVE— WITH GOLF, MARKETS, AND WINTER SUNSHINE.”

This type of cleanup not only improves appearance but can also prevent damage. Blocked roof drains, for example, can lead to standing water during rain, creating leaks that might go unnoticed until they cause major issues.

HVAC SYSTEMS: COOLING AND HEATING IN BALANCE

Here in the valley, our air conditioning systems work harder than almost anywhere else in the country. After months of nonstop cooling, now is the time to ensure that both cooling and heating functions are operating at peak performance.

• Replace or clean filters to improve airflow and indoor air quality.

• Test the heating mode—yes, you’ll need it on chilly desert mornings when temps dip into the 40s.

• Inspect thermostats for accuracy and replace old batteries.

A well-maintained system runs more efficiently, saving on utility bills and avoiding the unpleasant surprise of an AC failure during a warm spell or a heater that won’t turn on when the evening gets cold.

LIGHTING & ELECTRICAL SYSTEMS

With the days growing shorter, outdoor lighting becomes essential for safety, security, and ambiance. Path lights, entry fixtures, and landscape uplighting should all be checked before residents return.

• Replace burned-out bulbs and consider upgrading to energy-efficient LEDs.

• Adjust timers to reflect shorter daylight hours.

• Inspect wiring for damage from heat or rodents.

Inside the home, test all switches and outlets. A flickering light or intermittent outlet could signal deeper electrical issues that should be addressed before the busy season.

PLUMBING & WATER SYSTEMS

Even in a hot, dry climate, plumbing can be surprisingly vulnerable. Hard water in the Coachella Valley contributes to mineral buildup in pipes and fixtures, and long periods of inactivity can allow seals to dry out.

• Run all faucets for a few minutes to flush standing water and ensure good flow.

• Check under sinks for leaks or water stains.

• Test water heaters for proper temperature and inspect for signs of corrosion.

For properties that were completely shut down during summer, it’s especially important to verify that irrigation systems are operational and correctly set for seasonal watering schedules.

POOLS, SPAS, AND OUTDOOR AMENITIES

One of the biggest attractions for snowbirds is the year-round swimming and spa lifestyle the Coachella Valley offers. But after enduring months of intense summer heat, both the water systems and the surrounding pool decking often need attention before the season begins.

• Inspect pumps and filters for wear, leaks, or reduced performance.

• Test water chemistry and adjust as needed to maintain clear, safe, and inviting water.

• Check heaters for pools and spas so they’re ready for cooler desert evenings.

Don’t forget the pool deck. The desert sun can cause fading, surface cracking, and even blistering of deck coatings over time. Look for peeling sealants, worn non-slip textures, or areas where water tends to puddle. Small repairs

now—whether resurfacing, re-coating, or sealing—can restore both appearance and safety for residents and guests. Community pools should also be inspected for safety equipment compliance: life rings, depth markings, and pool lighting should all be in good working order before the first splash of the season.

LANDSCAPING REFRESH

Desert landscaping may be low-maintenance compared to lush, temperate gardens, but it still requires seasonal adjustments.

• Trim overgrown plants and remove dead growth.

• Check irrigation systems for leaks, clogged emitters, or broken sprinkler heads.

• Consider overseeding with winter ryegrass if a green lawn is part of your aesthetic.

Proper landscaping not only boosts curb appeal but can also deter pests. Overgrown plants near structures create hiding spots for rodents and insects, which are more active in cooler months.

WHY EARLY ACTION PAYS OFF

The arrival of snowbirds isn’t just

“PROACTIVE MAINTENANCE NOW AVOIDS EMERGENCY REPAIRS LATER AND CREATES A WARM WELCOME FOR SEASONAL RESIDENTS.”

about individual homes—it’s an economic and social boost for the entire Coachella Valley. Restaurants see longer lines, golf courses book up, and community events fill the calendar. But for homeowners and property managers, early preparation is key.

By starting maintenance now, you can:

• Avoid scheduling bottlenecks with contractors.

• Reduce emergency repair costs.

• Present a welcoming, ready-to-enjoy property to returning residents or renters.

It also fosters goodwill. Seasonal residents notice when their homes have been cared for, and that sense of welcome can go a long way in building community trust.

FINAL THOUGHTS

Snowbird season is a time when the Coachella Valley truly comes alive. Streets bustle, farmers’ markets are busy, and the mild desert air feels like a reward after a long summer. But behind the scenes, the best experiences come from thoughtful preparation.

Whether you’re dusting off a vacation home, maintaining a rental property, or managing an entire HOA, a pre-arrival maintenance checklist is your best tool. From cleaning and repairs to system checks and landscaping touch-ups, a little work now ensures that when our seasonal residents arrive, all they need to do is unpack and start enjoying the winter sunshine.

So, take advantage of these last weeks before the rush. Your future self—and your returning neighbors—will thank you.

Felicia Bustos is the Business and Development Liaison for WICR, Inc.

Waterproofing and Construction, serving the Riverside and San Bernardino areas. She works closely with homeowners, HOAs, and property managers to ensure properties are ready for every season. Contact her at Marketing@wicr.net or 760-835-5674.

10 Ways to Improve Property Values and Quality of Life in Your Association

By Sean Andersen, PRA, RS

With the snowbirds returning and budget season in full swing, now is the perfect time to consider how we can maximize both quality of life and home values in our communities. Here are ten key ways to do just that:

1. Budget with Accuracy & Transparency (Operating and Reserves)

Accurate budgeting is non-negotiable. When boards under-assess to keep fees artificially low, they set the community up for deferred maintenance, failing infrastructure, and costly surprises. On the flip side, proper funding—particularly in reserves—directly boosts curb appeal and market perception.

This doesn’t mean overcharging current owners. A modest increase of $25–$75 per month in assessments can yield tens of thousands of dollars in higher home values. That’s a tradeoff every homeowner should understand.

2. Avoid Special Assessments

Special assessments are like termites; they quietly eat away at your community’s reputation. Realtors know which associations are plagued with surprise assessments, and they steer buyers away. Proactive planning and proper reserve funding make special assessments the exception, not the rule.

3. Professional, Transparent Management

Associations thrive when they’re run like a well-oiled machine. That means publishing agendas, budgets, and minutes; holding community events; fostering volunteer involvement; and hiring a credentialed manager who leads proactively—not just a “babysitter.”

Boards should also treat Realtors as allies, not adversaries. A strong sales price for one home lifts comps for everyone.

4. Hire Expert Business Partners

Your association is only as strong as the team around it. Cutting corners on vendors might save a few bucks in the short term, but it costs much more in long-term property values. Insist on working with licensed, credentialed professionals who understand community associations. Think of your vendors as your association’s varsity squad—only all-stars need apply.

“SPECIAL ASSESSMENTS ARE LIKE TERMITES; THEY QUIETLY EAT AWAY AT YOUR COMMUNITY’S REPUTATION.”

5. The Data: Reserves & Home Values

Recent studies (2025) reconfirm a striking fact: Associations with well-funded reserves (70%+ funded) see home values that average 12–15% higher than similar homes in underfunded associations (0–30%).

To put it in perspective:

A $900,000 home in a poorly funded association might struggle to reach its market potential.

The same home in a well-funded association could sell for $108,000–$135,000 more.

8. Transparency with Owners

Owners aren’t opposed to paying higher assessments when they understand the “why.” Use clear, simple communication to connect the dots between today’s investments and tomorrow’s home values. A transparent board builds trust and buy-in.

“ASSOCIATIONS WITH WELL-FUNDED RESERVES SEE HOME VALUES THAT AVERAGE 12–15% HIGHER.”

And often, this difference comes from just $300–$900 more per year in assessments—a small investment with a massive return.

6. The “Curb Appeal Multiplier”

Well-funded reserves don’t just pay for roofs and asphalt. They keep your community looking sharp—attractive lobbies, maintained clubhouses, refreshed pool decks, healthy landscaping—all the things that make a buyer say, “I want to live here.”

Deferred maintenance is like a scar on your property’s résumé. Remove it, and you instantly raise home values.

7. Culture of Continuous Improvement

Associations that maintain a culture of continuous improvement outperform those content with “good enough.” Host workshops, educate your board and owners, and always ask, “What’s next?” Improvement projects, when budgeted properly, build pride—and property value.

9. Proactive LongTerm Planning

Short-term fixes cost more in the long run. Align your Reserve Study with realistic life cycles and inflation-adjusted costs. Update it regularly so you’re always ahead of the curve. Inflation isn’t slowing down, and neither should your planning.

10. Make Reserves a Selling Point

Well-funded reserves are a marketing advantage. Promote them. Include them in listing materials. Buyers will pay a premium for homes in financially stable communities. Real estate professionals become your best advocates when you give them a solid story to tell.

Final Thought: Property Values Follow Financial Health

Property values don’t rise in a vacuum. They are the direct result of proactive financial planning, transparent governance, and continuous improvement. For boards that make the right decisions, the rewards are clear: higher home values, lower stress, and a community people are eager to join.

Sean Andersen is president of Association Reserves Coachella Valley. He has completed over 4,000 Reserve Studies for properties ranging from small community associations to large master planned communities. He earned the Community Association Institute’s (CAI) Reserve Specialist (RS) designation and has the distinction of being RS #68.

“DEFERRED MAINTENANCE IS LIKE A SCAR ON YOUR PROPERTY’S RÉSUMÉ. REMOVE IT, AND YOU RAISE YOUR HOME’S VALUE INSTANTLY.”

Party Responsibility with a Special Event Policy

By John Schuknecht CMCA, AMS

Let’s be real—community events are one of the best parts of living in an HOA. Whether it’s a summer BBQ or a big holiday bash, these events bring neighbors together and help build that sense of community we all want. But here’s the thing most people don’t think about: accidents and injuries can happen. When they do, someone may be responsible. That’s where special event insurance comes in.

If your HOA is hosting any kind of gathering, big or small, it’s smart (and often necessary) to put a special event policy in place. Why? Because your standard HOA insurance likely doesn’t cover injuries, property damage, or other mishaps that occur during community events. In California especially, where people are highly aware of liability and lawsuits, skipping this step can be a costly mistake.

Imagine this: your HOA puts on a holiday party at the clubhouse with catered food, music, and maybe even a Santa visit for the kids. Everyone’s having a great time until someone slips on a spilled drink, or a guest accidentally damages the furniture.

Suddenly, your HOA could be facing a claim. Without special event insurance, those costs may fall directly on the association—potentially leading to higher assessments for everyone. Special event insurance is designed to handle these situations. It can cover things like:

• Injuries or accidents that happen during the event

• Property damage liability for a vendor’s property

• Liquor liability if alcohol is present

• Third-party claims, such as a vendor or performer being injured on-site

Some venues—including your own clubhouse, local parks, or community centers—may even require proof of this insurance before allowing you to use the space.

The good news? Special event insurance is usually very affordable compared to the potential cost of a claim. Policies are typically based on the number of attendees, the type of event, and whether alcohol is present (or could reasonably be expected to be present). Many insurance carriers

offer simple one-day policies that are quick to apply for and easy to bind.

HOAs also need to consider legal exposure. Even a minor claim can rack up significant legal fees. Special event insurance includes legal defense, which takes a huge burden off the board and management company.

At the end of the day, special event insurance isn’t about expecting the worst—it’s about being smart and covering your bases. You want your HOA’s events to be fun, stress-free, and safe for everyone. A quick and affordable policy can provide peace of mind.

So before your next block party or holiday celebration, take a few minutes to talk to your insurance provider. It’s a small step that can make a big difference.

John Schuknecht CMCA, AMS is a former community manager who currently works as an Account Executive for LaBarre/ Oksnee Insurance. John can be reached at 657-207-4789 or JohnS@hoa-insurance.com

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

Guaranteed to deliver MORE solutions and LESS headaches, this powerful online tool allows Managers & Board members to easily test changes to component

Sowing the Season: Fall Planting Begins

By Coachella Valley Water District (CVWD)

With the desert heat finally easing, Coachella Valley gardeners are preparing their yards, sowing seeds, and welcoming the start of the fall planting season in September.

Fall is an important time for plants to establish strong roots while the soil remains warm, before cooler temperatures in late fall and winter slow their growth. Another benefit of fall planting is that mild weather helps reduce pest and disease activity in the garden.

“WITH THE DESERT HEAT FINALLY EASING, GARDENERS ACROSS THE COACHELLA VALLEY ARE SOWING SEEDS AND WELCOMING THE FALL PLANTING SEASON.”

The region’s mild climate also offers ideal conditions for growing cool-weather vegetables such as spinach, lettuce, broccoli, carrots, and herbs like parsley, sage, and thyme. Other vegetables to include in your garden are Brussels sprouts, radishes, beets, kale, cauliflower, onions, and peas. Additionally, fall is a perfect time to plant native, drought-tolerant trees and shrubs, along with flowers that will bloom in winter or early spring.

“FALL IS AN IMPORTANT TIME FOR PLANTS TO ESTABLISH STRONG ROOTS WHILE THE SOIL REMAINS WARM.”

TIPS FOR PLANTING IN THE FALL

• Start in late September to avoid planting when it’s still too hot.

• Rejuvenate flower and vegetable beds by incorporating organic matter such as compost to improve drainage and fertility. Apply slowrelease fertilizers for long-lasting nutrients.

• Apply mulch to retain moisture, suppress weeds, and regulate soil temperature.

• Consider using shade cloth to reduce sun intensity, especially for new plantings.

• Focus on deep, infrequent watering to encourage strong root growth.

• Water in the early morning to reduce evaporation.

• Visit local nurseries for plant recommendations.

To learn more about plant choices and irrigation practices, see CVWD’s Lush and Efficient: Desert-Friendly Landscaping in the Coachella Valley at cvwd.org/LushEfficient. The irrigation guide is also available at cvwd.org/watering-guide.

To learn more about wise water use in the Coachella Valley, click on cvwd.org/conservation.

WELCOME ABOARD

Sean Krubinski with WICR, Inc. Waterproofing and Construction

By Felicia Bustos

CAI-CV is pleased to welcome WICR, Inc. Waterproofing and Construction and Sean Krubinski to our chapter!

WICR has been serving community associations across Southern California for more than 40 years, specializing in waterproofing, decking systems, balcony repairs, and structural inspections. With a team of over 30 professionals and offices throughout the region, WICR has earned a strong reputation for quality work and dependable service. Their solutions-first approach and commitment to minimizing disruption make them a trusted partner for HOAs and property managers alike.

WICR is not only focused on construction—they are also deeply committed to building lasting relationships with the communities they serve. As an active member of industry organizations across California, WICR participates in educational programs, community fundraisers, and industry events, always finding ways to give back and strengthen the HOA industry.

CORE SERVICES INCLUDE:

• Balcony & Deck Waterproofing Systems

• SB326 & SB721 Inspections and Repairs

• Reconstruction & Structural Repairs

• Pool & Traffic Deck Coatings

• Below-Grade and UnderTile Waterproofing

MEET SEAN KRUBINSKI

We are especially excited to introduce Sean Krubinski, Lead Reconstruction Specialist for WICR. Sean has strong roots in the Coachella Valley, where his family has long-standing ties to the community. Now based in Diamond Bar, Sean remains closely connected to the valley, both personally and professionally.

Known for his approachable personality and extensive industry knowledge, Sean is a valuable resource for property managers and board members navigating repair and reconstruction projects. Outside of work, he enjoys fitness, basketball, volunteering at local animal shelters, and cheering on his favorite team, the Los Angeles Lakers. Sean looks forward to connecting with CAI-CV members and being actively involved in our community. He can be reached by calling 888-388-9427 or email HOAservice@wicr.net

CAI-CV is proud to welcome WICR, Inc. and Sean Krubinski as new members of our growing network. We look forward to seeing them at upcoming events and working together to support the needs of community associations across the Coachella Valley.

Have questions or just want to connect? Please reach out to Felicia Bustos at (760) 835-5674 or email marketing@wicr.net

Sean Krubinski,

CLAC UPDATE

The California Legislative Action Committee’s (CLAC’s) primary objective remains constant: propose, monitor, evaluate, provide input, and take formal positions on state legislation affecting community associations.

In 2023, CAI-CLAC achieved just this. CLAC was successful in the sponsorship of two bills and the integration of cleanup measures into the Housing Omnibus bill. Furthermore, they played a pivotal role in securing critical amendments for three additional pieces of legislation.

CAI-CV Executive Director Featured on Local TV News to Address HOA Issues

By Bruce Latta CMCA, CFE

Palm Springs, CA — August 2025 — Holly Smith, Executive Director of the Coachella Valley Chapter of the Community Associations Institute (CAI-CV), appeared twice in August on KMIR NBC Palm Springs news to share expert insights on HOA management issues.

In one segment, reporter Brett Rosen interviewed Smith about California’s new AB 130 law, which caps most HOA fines at $100. She explained that HOAs have several enforcement steps they implement before fines are issued. She also noted the law is still too new to gauge its impact and suggested there may need to be future legislative action to clarify parts

“HOA MANAGERS ARE SPECIALISTS WHO RECEIVE TRAINING, EARN CREDENTIALS, ATTEND EDUCATIONAL PROGRAMS, AND HAVE A NETWORK OF EXPERTS THEY CAN CALL UPON FOR ADVICE OR HELP.”

of the law. For example, some fear HOAs may face increased expenses if forced to use more costly legal actions when a $100 fine won’t resolve an ongoing problem.

In a separate appearance on KMIR’s popular Fred Roggin Show, Smith addressed complaints following a report of flooding at a condominium community. She pointed out the clear differences between credentialed association managers and real estate property managers.

Drawing from her decade of experience, Smith emphasized that HOA managers are specialists who receive training, earn credentials, attend educational programs, and have a network of fellow HOA experts they can call upon for advice or help.

An accredited HOA manager can guide an HOA through maintenance challenges, insurance compliance, and legal obligations while also fostering board and community

relations. Smith recommended that residents with issues in their community attend their HOA board meetings and communicate directly with their board.

Smith’s TV appearances reflect CAI-CV’s mission to promote education, professionalism, and best practices in HOA management—critical in the Coachella Valley, where an estimated 80% of residents live in HOA communities.

“HER POLITE AND WELL-INTENDED WAY OF CLARIFYING AND EXPLAINING HOW HOAS WORK LEFT A STRONG IMPRESSION ON VIEWERS.”

Fred Roggin ended the segment on his show by noting that some HOA board members could benefit from more education and training. He also mentioned that his show often receives emotional complaints about HOA issues that paint associations as the villain, and he complimented Holly on her “polite and well-intended way” of clarifying and explaining how HOAs work.

LINKS TO THE NEWS STORIES: Fred Roggin: shorturl.at/OaWXF

Brett Rosen: shorturl.at/lqS7f

Bruce Latta, CMCA, is a Parc La Quinta Homeowners Association member, where he served on the association board for four years, two of the years as board president. He is the CAI-CV board of di-rectors’ president-elect and board member of the Desert Cities HOA Council. He is the Project Man-ager for Indio Properties Land Development. He can be reached at PLQHOABLatta@gmail or (760) 285-5617.

CONTRIBUTING AUTHORS

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A Template: The Journey from Deferred Maintenance to Infrastructure Upgrade

The following is a cautionary tale of an HOA community in California that fell into a season of deferred maintenance due to diminished Reserves. Happily, the community was able to rally to make repairs to smaller assets and the largest investment in HOA history to replace the aging infrastructure with upgraded technologies.

STARTING POINT: EARLY 2024

• What does an aging HOA built in 1964 do in 2024 after 60 years of slowly degrading infrastructure?

• What does the community of 100+ owners do when faced with obvious deferred maintenance when the HOA “kitty” (i.e., bank account, no offense meant to our feline friends) has run low and you’ve limped through the trying times of COVID (2020–2023)?

Answer: You recruit Board members who are “up for the mission” and you hand out “courage pills” for the stormy waters you’re about to encounter. Wouldn’t it be helpful to recruit some captains of industry—financial, construction, real estate, project management, and management consulting? Then you have to develop a rapport among those Board members to create a common vision for the journey. Then you need to recruit good business partners with integrity and experience because you are going to need to lean on them and trust them totally.

By Jim Domke

FOR THIS HOA, USING A SPORTS ANALOGY, THAT INCLUDED THE FOLLOWING DRAFT PICKS:

• #1 Pick: An HOA Management company, to help sort through the finances and be able to guide the HOA through a few seasons of special assessments (elections, billing, and collections).

• #2 Pick: A landscape contractor to care for 15 stunning acres of turf and landscape using a patched-up irrigation system before a replacement system could be installed.

• #3 Pick: A pool and spa service provider to care for six swimming pools and three spas that needed a lot of maintenance to return to the sparkling amenities they were intended to be.

DOING THE WORK

Next on the journey was to conduct detailed financial and maintenance assessments. We organized this information and then presented it to the homeowners, not holding any punches about the financial and maintenance needs, even though the message communicated was unpopular. We explained the need for special assessments in the near term (2024), perhaps a dozen smaller projects totaling $0.25 million dollars, and then the bigger stuff in 2025 addressing the degraded infrastructure that might be $2 million.

“EVERY JOURNEY BEGINS WITH THE FIRST STEP. IF YOUR HOA IS IN THIS SITUATION, BE COURAGEOUS AND TAKE THAT FIRST STEP.”

“A LOT OF TRUTH-TELLING HAD TO HAPPEN AND LIGHTBULBS HAD TO GO ON IN THE OWNERS’ MINDS.”

Next on the journey, we created a detailed strategy to help the Board become owners of the vision. Then we methodically went back to engage with homeowners to explain this vision and the options for the infrastructure upgrades. This required detailed engagement and inputs from homeowners via Town Hall Meetings, Focus Groups, and numerous e-blasts (emails) requesting feedback from the community. And then, of course, any of these major expenditures required the dreaded special assessment voting! Not a

calling campaign. This required speaking to every homeowner and explaining the importance of voting on the future of the HOA. These conversations were very candid and followed up on the detailed special assessment materials that were sent to each homeowner for voting purposes. In both cases, in 2024 and 2025, the homeowners stepped forward to address the long-term viability of the community and collectively voted to approve the special assessments with 80% in favor.

And then, if that wasn’t enough hard

upgrades will reduce operating costs, reduce Reserve spending, reduce the inconvenience of failures in lighting and power availability, and reliably deliver irrigation to avoid unsightly landscape consequences or property damage.

THE CONCLUSION

It can happen! Dreams can come true! Every journey begins with the first step. This simple sentence is very profound. If your HOA is in this situation, be courageous and take that first step. Best of luck, you can do it. Be brave!

“FORTUNATELY, THE BOARD MEMBERS, WITH THEIR DEEP EXPERIENCE, WERE ABLE TO SELECT VENDORS WHO PERFORMED THE PROJECTS ON SCHEDULE AND WITHIN BUDGET.”

popular activity for Board members or homeowners to participate in. However, it’s an absolutely essential activity if you want to crawl out of the pit of a declining infrastructure. A lot of truth-telling had to happen and lightbulbs had to go on in the owners’ minds. Many were not happy about this new reality. However, the word spread, and reality started to open people’s eyes.

At the right time, the Board called for a vote and sent the special assessment package out to the homeowners for their review. In order to make sure the entire community was aware of the gravity of the situation and the opportunity to improve not just the assets, but the market values and livability of the community, the Board pursued a 100%

work, began the work of actually doing the projects. Fortunately, the Board members, with their deep experience in construction, real estate, finance, and project management, were able to select vendors through competitive bidding to obtain “best value” contractors who were able to perform the projects on schedule and within budget. The 2024 projects have been completed successfully, addressing maintenance of pools, landscape, and common area buildings. And the 2025 major infrastructure upgrade to the entire HOA electrical and irrigation systems is currently underway. The hope for this HOA is when we reach the Thanksgiving holiday, there will be much to be thankful for. Thankful that completion of the major infrastructure

He served previously on the Board from 2012 to 2019, where he led three successful special assessment campaigns, before he returned to the Board in 2024 to lead two more campaigns. He enjoys implementing successful communications and engagement strategies with HOA stakeholders, after working over eighteen years as a manager/ principal in a San Francisco Bay Area management consulting firm. You may reach Jim via email at jamestdomke@ gmail.com.

Jim Domke is the Board President of Casa Dorado at Indian Wells HOA.

MEET THE BOARD & COMMITTEE LEADERSHIP

Julie Frazier – Bowling Committee Chair

By Mike Traidman

Julie Frazier, a twelve-year CAI-CV member, is actively involved with various activities. She runs Frazier Pest Control with her husband, Joe Sr. The company services homeowners and HOAs in the Coachella Valley, Morongo Basin, and parts of the Inland Empire. Joe entered the pest control industry 38 years ago and founded Frazier Pest Control in 2007. The business employs 29 individuals, including their son, Joey Jr., who helps manage operations.

Originally from West Covina, Julie relocated to the Coachella Valley in 1985, shortly before getting married. Nearly forty years later, she and Joe have two grandchildren, ages five and one. The family has created a beautiful multi-residential space on several acres in Yucca Valley, allowing Julie to see her grandchildren daily.

“Julie currently chairs the Bowling Committee and has served on several other committees, including Awards, Business Partners, and Oktoberfest.”

Julie currently chairs the Bowling Committee, which organized the annual event on July 11. She has also participated in several other committees through the years, including Awards, Business Partners, and Oktoberfest.

She is also involved with other organizations, including the Boys & Girls Club of Cathedral City, where she serves as President of the Board of Directors, and the Greater Coachella Valley Chamber of Commerce, where she also serves on the Board.

Julie recently signed a contract with the Marine Base in Twentynine Palms. Additionally, Frazier Pest Control has received several Best of the Desert awards from The Desert Sun.

When not working, Julie enjoys playing cards with friends and family and traveling with her husband and friends. Her favorite game right now is UNO No Mercy—she promises it will not disappoint. Her family remains her top priority.

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.

IS YOUR HOA A BEST PRACTICE COMMUNITY?

Do your HOA residents (and potential home buyers) recognize the value associated with living in your “best practice“ community?

CAI-CV’s Medallion Award Program provides an opportunity for CAI-CV member communities to be recognized for using CAI best practices.

BENEFITS TO YOUR HOA:

• Helps to build positive community spirit.

• Helps preserve and enhance the highlevel character of your community.

• Helps to protect and enhance property values in your community.

• Helps the board and management exceed owners’ expectations.

YOU WILL RECEIVE:

• A professionally made outdoor Medallion Community logo sign that can be mounted to your gate or entrance.

• A professionally designed electronic logo that can be added to your website, business cards, and marketing materials.

• A cover-feature article in CAI-CV’s award-winning HOA Living Magazine

JOIN THE RANKS OF COACHELLA VALLEY MEDALLION COMMUNITIES!

• Desert Shores Resort, Indio

• Indian Ridge, Palm Desert

• Mira Vista at Mission Hills, Rancho Mirage

• Montage at Mission Hills, Cathedral City

• Palm Valley Country Club, Palm Desert

• Santa Rosa Cove, La Quinta

• Sun City Palm Desert

• The Springs Community Association, Rancho Mirage

• Victoria Falls, Rancho Mirage

NEXT STEP:

Request an application Click or Scan the QR Code

(Application includes a questionnaire designed to evaluate an HOA’s best practices in all operational areas. The application is reviewed by CAI-CV Homeowner Leaders who either award Medallion status or provide feedback on areas needing improvement. The first-time application fee for CAI-CV members is $300 with a 2-year renewal fee of $200. Contact CAI-CV (760) 341-0559 or email holly.smith@CAI-CV.org for more information.)