28,000+ CIRCULATION
AUGUST 2026
F E AT U R E S 10. Monsoon Season in the Coachella Valley: A Community-Wide Approach to Preparedness 12. Indian Wells Hits Pause on Tree Trimming Rules to Protect Nesting Birds 14. Proactive Landscape Planning and Design 18. Beat the Heat Without Wasting Water
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HOA Living | AUGUST, 2026
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TABLE OF CONTENTS DEPARTMENTS Landscaping........................................10 Law.......................................................12 Maintenance and Reconstruction.....14 Coachella Valley Water District.........18 Insurance............................................23 Risk Management...............................24
Want to apply for your PCAM designation? Need more points on your application to qualify? Get the credits needed by becoming a freelance writer with the HOA Living Magazine!
Contact us at admin@cai-cv.org for more information.
Security................................................36
EVENTS Summer Sizzler.....................................9 Networking in the Wild.......................17 Star Fleet Showdown Game Show...... 19 CAM DAY.............................................20 Livin on a Spare Bowling Tournament........................... 30 Oktoberfest........................................... 34 CAI-CV Annual Symposium & Expo... 38 Upcoming Events................................39
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CHAPTER NEWS About CAI-CV .......................................4 CAI-CV Board of Directors...................4 About HOA Living Magazine................5 Magazine Committee...........................5 Educated Business Partners................5 President's Message..............................6
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Executive Director Message.................7 New and Renewing Members............... 8 Board Nominations............................27 Legislative Update..............................28 Jobs Opportunities..............................29 2026 Corporate Sponsors...................40 CAI-CV.org
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About CAI-CV The Community Associations Institute – Coachella Valley Chapter (CAI-CV), 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.
2026 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS PRESIDENT
BRUCE LATTA, CMCA, CFE Manager, Indio Properties Term 1/1/2026 – 12/31/2028
PAST PRESIDENT
MARK DODGE, CMCA, AMS
Branch President & CEO Associa – Desert Resort Management Term 1/1/2023 - 12/31/2026
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.
TREASURER
STEVEN SHUEY, PCAM
Retired Community Manager Term 1/1/2025 - 12/31/2027
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.
VP, Regional Account Executive First Citizens Bank
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.
Term 1/1/2026 – 12/31/2028
To inquire about membership, visit www.cai-cv.org/join, call (760) 341-0559, or email admin@cai-cv.org.
ASSISTANT TREASURER
JOLEN ZEROSKI, CMCA
Term 1/1/2025 - 12/31/2027
SECRETARY
DAN GOODRICH CCAM-LS, AR, AMS PCAM, LSM Sierra Dawn Estates
DIRECTOR
JULIE BALBINI, ESQ.
CAI-CV
EDUCATED BUSINESS PARTNER
Term 1/1/2023 - 12/31/2026
DIRECTOR
MEMBER RESOURCES
WILLIAM BRADY
Fision Fiber Optics by Hotwire
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.
ABOUT HOA LIVING MAGAZINE HOA Living is CAI-CV’s monthly magazine and the official publication of the chapter. Circulation is approximately 28,000 and growing. A digital copy is distributed free to all members, and a printed version is available with a paid subscription by signing up at cai-cv.org/HOA_Living_Magazine. If you are interested in submitting an article or advertising, contact us at admin@cai-cv.org.
CONTACT INFORMATION
Term 1/1/2026 – 12/31/2028
DIRECTOR
MICHAEL MARSHALL, CMCA, PCAM
Vice President, FirstService Residential Term 1/1/2026 – 12/31/2028
DIRECTOR
LILY ORTEGA, CMCA
CAI-CV
EDUCATED BUSINESS PARTNER
Office Manager, Pro Landscape Term 1/1/2025 - 12/31/2027
DIRECTOR
DAVID SCOTT
Ranch Club Palm Estates Term 1/1/2026 – 12/31/2028
DIRECTOR
MIKE TRAIDMAN
Treasurer, Mira Vista at Mission Hills HOA Commissioner, CAMICB Term 1/1/2023 - 12/31/2026
GENERAL INQUIRIES
MEMBERSHIP INQUIRIES AND UPDATES
NATIONAL CONTACTS
Email: admin@cai-cv.org
Membership status/renewals cai-info@caionline.org
National Corporate Member updates addresschanges@caionline.org
Address or information changes addresschanges@caionline.org
National Professional Directory Laura Mason, lmason@caionline.org
Recruiter credit addresschanges@caionline.org
Dues or multi-chapter additions cashprocessors@caionline.org
Phone: (760) 341-0559 Mail: CAI-CV, 49950 Jefferson, Suite 130-117 Indio, CA 92201
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Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC
HOA Living | AUGUST, 2026
2026 HOA LIVING MAGAZINE COMMITTEE MEMBERS CAI-CV
EDUCATED BUSINESS PARTNER
JENNIFER JAMES, ESQ. CHAIR
BRITAIN ROME
Allied Universal
Partner & Managing Attorney of the Coachella Valley, Roseman Law, APC CAI-CV
EDUCATED BUSINESS PARTNER
JASON SAVLOV, ESQ.
Adams | Stirling, PLC
RODNEY BISSELL CO-CHAIR
JOHN SCHUKNECHT, CMCA, AMS
Bissell Design Studios Inc.
LaBarre/Oksnee Insurance
SEAN ANDERSEN
STEVEN SHUEY, PCAM
Association Reserves
Retired Community Manager
FELICIA BUSTOS
CHRIS SIGLER, B.S.C.E, CDT
WICR Inc. Waterproofing & Construction
C.L. Sigler & Associates, Inc.
SIERRA CARR, CMCA, AMS, CCAM, PCAM
CREATIVE DIRECTOR & GRAPHIC DESIGNER
Personalized Property Management
JOHNNY CONTRERAS
Southwest Landscape & Maintenance
Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749
ROBERTO ANTONIO FLORES
PHOTOGRAPHY
MIRANDA LEGASPI, EBP, MBA
MATTHEW LAWTON, CIC, CIRMS, EBP
Hidroklear LLC
Platinum Security
JESSICA MCCONNELL HOA Invest
CAI-CV
RODNEY BISSELL
CAI-CV
EDUCATED BUSINESS PARTNER
EDUCATED BUSINESS PARTNER
LILY ORTEGA
OCV Insurance Services matt@ocvinsurance.com 760-774-2099
HOLLY SMITH, PCAM Executive Director
Pro Landscaping Inc.
EDITORIAL DISCLAIMER The opinions and views expressed in editorial material are those of the individual authors or interviewees and do not necessarily reflect the views of CAI–CV, Community Associations Institute, its Board of Directors, members, or advertisers. Unless expressly stated, CAI–CV does not endorse any individual, organization, product, service, political candidate, or opinion. Information contained in this publication is provided for general informational purposes only and does not constitute legal, accounting, or professional advice. Readers are encouraged to seek the advice of qualified professionals before acting on any information contained herein. HOA Living reserves the right to edit or reject submissions and advertising that do not meet its standards. Print colors may vary slightly due to the printing process.
CAI-CV CAI-CV
CAI-CV BUSINESS EDUCATED BUSINESS EDUCATED
EDUCATEDPARTNER BUSINESS PARTNER PARTNER
CHOOSE EDUCATED BUSINESS PARTNERS
BECOME AN EDUCATED BUSINESS PARTNER
Call the CAI-CV office or go to www.caionline. org/education-for-partners/ for more information. Business Partner Essentials is an online course that empowers CAI-member business partners to better serve community associations. Participants who complete the course earn the CAI Educated Business Partner distinction, highlighting their knowledge, professionalism, and commitment to excellence.
Britain L. Rome, Allied Universal® 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 Will Cartwright, Cartwright Termite & Pest Control, Inc. Christopher Cellini, Flood Response Todd Chism, PatioShoppers Thomas Edelson, BPR Inc. Trip Hazard Repair DJ Conlon, Poppin Promotional Products 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 Megan Kirkpatrick, Kirkpatrick Landscaping Services Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP Matt Lawton, CIC, CIRMS, OCV Insurance Services Larry Layton, Kirkpatrick Landscaping Services Mike Mastropietro, OCBS, Inc. Chris Meyer, Asphalt MD's Greg Morrow, Eagle Roofing Products Bridget Nigh, BEHR Paints Matt Ober, Esq., Richardson Ober DeNichilo LLP Lily Ortega, Pro Landscape Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants 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
CAI-CV.org
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Bruce Latta, CMCA, CFE Manager, Indio Properties President, of CAI-CV
S
ummer is here, and things are heating up. August ushers in the monsoon season, and as I write this, it is midday—hot, cloudy, with rain threatening. Before we know it, the kids will be back in school, the season will shift, summer will fade, and cooler weather will arrive. Each month, I take pride in sharing updates about our Chapter. In doing so, I am reminded of those in and around the HOA industry in our Valley who are not members and are truly missing out on what CAI offers. I foresee a membership recruitment drive in our future. Beyond the resources of our award-winning monthly magazine, Chapter Directory, and website, we continue to provide meaningful opportunities for engagement. In July, we hosted the HOA Board Certification Class (Part 1 of 2, with Part 2 coming in August), celebrated our annual Community Association Managers (CAM) Day, and held our Friday Night Bowling Tournament. These events not only raised funds to support the Chapter but also provided valuable education, information, and networking opportunities for our members and the industry as a whole. If you are interested in exploring past editions of our magazine, you can access several years of archives on our Issuu page: https://issuu.com/cai-cv We are also proud to recognize another Medallion Award recipient. This award serves as a performance benchmark and recognizes communities that exemplify industry’s best practices. Sun City Shadow Hills (SCSH) has applied and, following a thorough review, has been approved by the committee. They will receive their award plaque at our September education luncheon. In addition, the Medallion Committee, expanding its recognition of award winners, will appear before the SCSH board meeting to recognize them and their award. We encourage members to get involved. We are always seeking volunteers to support Chapter events and initiatives. If you are interested in serving on a committee, please contact the Chapter office at 760-341-0559 or at www.cai-cv.org. Our Board elections are approaching. The Nominating Committee will soon begin preparing the election ballot. If you are interested in serving, please watch for the upcoming call for candidates. At our July Board meeting, we adjusted a Board officer position. Business partner Jolen Zeroski of First Citizens Bank, who has been serving as Treasurer, kindly suggested that, given her greater time demands at her work, she and Assistant Treasurer Steve Shuey switch roles. The Board approved the change. Steve Shuey is now Treasurer, and Jolen is Assistant Treasurer. Many may know that Steve is retired and able to dedicate the time this position requires. I would also like to recognize the behind-the-scenes work our staff carries out year-round. Their efforts include completing the annual re-certification application with National CAI, coordinating event schedules with other chapters to avoid conflicts, managing budgets and finances, handling inquiries, preparing next year’s sponsorship plan, and updating our annual directory. On behalf of the Board of Directors, thank you for being part of this organization. Although we are officially a 501(c)(6) nonprofit trade organization, we see ourselves as more than that—a community of like-minded professionals working together to support one another and elevate our industry. Thank you for being part of it all. We look forward to supporting your continued success. Enjoy the rest of the summer, and see you at one of our upcoming events.
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HOA Living | AUGUST, 2026
Join our Community
Holly Smith, PCAM Executive Director
Seeing the Bigger Picture Former NASA astronaut Ron Garan has spoken often about how seeing Earth from space changed the way he understood humanity. After spending approximately 178 days in space, he described looking down at Earth and seeing not borders, divisions, or competing interests, but one connected planet protected by an atmosphere so thin it appeared almost fragile. Astronauts call this shift in perspective the Overview Effect: the realization that we are all connected, all dependent on the same systems, and all responsible for protecting what we share. That perspective feels especially relevant to our industry and to our Coachella Valley communities. At ground level, it can be easy to focus on the lines that separate us: one company from another, one association from the next, one board from its homeowners, one profession from another. We can become so focused on individual roles, territories, relationships, and opportunities that we lose sight of the larger ecosystem we are all part of. But when we step back and look at the broader picture, those lines begin to feel much smaller. The common-interest development industry is not strengthened by division, guarded thinking, or a scarcity mindset. Our communities are not better served when professionals view one another only through the lens of competition. And homeowners do not benefit when the people and organizations responsible for supporting them are disconnected from one another. Like Earth from orbit, our industry is more connected than it may appear. Managers, business partners, homeowner leaders, boards, Realtors, city officials, and industry professionals all operate within the same shared environment. When one part of that environment struggles, the entire system feels it. When one part improves, we all benefit. Our priority should be clear: the strength of our communities, the integrity of our industry, and the trust of the people we serve. Individual success matters, but it should never come at the expense of the larger mission. There will always be competition. There will always be different companies, personalities, perspectives, and approaches. But competition does not have to create division. At its best, it challenges us to be more ethical, more creative, more responsive, and more committed to service. The bigger picture is this: we are all responsible for the future of HOA living in the Coachella Valley. And when we truly understand that, “us versus them” becomes much less important than what we are building together.
CAI-CV.org
CAI-CV is one of 64 CAI chapters worldwide, representing a network of more than 50,000 professionals dedicated to strengthening community associations. Stay connected with local leaders, industry resources, and chapter news by following CAI-CV on social media and visiting us online. Build relationships, share knowledge, and grow your professional network within our community.
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7
NEW AND RENEWING MEMBERS NEW BUSINESS PARTNERS ALL COUNTY ENVIRONMENTAL AND RESTORATION, INC. Ms. Alexandra Breckenridge
NEW MANAGERS ASSOCIA DESERT RESORT MANAGEMENT Mr. Bryn Kirkpatrick
(760) 346-1161 bkirkpatrick@drminternet.com
(866) 839-8049 abreckenridge@allcounty.us
DESERT MANAGEMENT
CARTWRIGHT TERMITE & PEST CONTROL
(760) 880-3041 lou@dmranchomirage.com
Mr. Will Cartwright
Mr. Louis Sapienza, CMCA
(760) 346-6767 wc@cartwrightpc.com
VINTAGE GROUP
HOA INVEST
(760) 520-1583 jaime@vintagegroupre.com
Ms. Jessica McConnell
Mrs. Jaime Mann
(949) 447-5405 jessica@hoainvest.com
VINTAGE GROUP
PATIOSHOPPERS COMMERCIAL POOL & PATIO FURNITURE
(855) 403-3852 billy@vintagegroupre.com
Mr. Todd Chism
(951) 500-1803 todd@patioshoppers.com
PAYNE PEST MANAGEMENT, INC. Mr. Jason Payne
(858) 277-2228 jpayne@paynepestmgmt.com
PRO ELECTION LLC Ms. Abigail Padou (209) 559-1448 info@pro-ei.com
S.B.S. LIEN SERVICES Mr. Mitch Willet
(818) 991-4600 mwillet@liencollections.com
Mr. William McGinnis
DAVID MOSKAL
(760) 851-3362 sunnysidecompliance@gmail.com
(909) 795-4085 robert@retitan.com
(760) 346-1161 klavery@srminternet.com
Ms. Michelle Logerfo
(760) 346-1161 mlogerfo@drminternet.com
Ms. Jessica Perez
(760) 346-1161 jperez@drminternet.com (760) 346-1161 iromano@drminternet.com
Ms. Karin Romjue
Mrs. Sierra Carr, CMCA, AMS, PCAM
Ms. Katie Polk
Mr. Matt Meadors, CMCA, AMS, PCAM (925) 360-5575 matt@hoaorganizers.com
(760) 325-9500 ext. 255 scarr@hoappm.com
PREMIER COMMUNITY ASSOCIATION MANAGEMENT MS. Alexus Pavia, CMCA (760) 345-2449 apavia@brcpcam.com
Mrs. Christina LaScala
THE MANAGEMENT TRUST-DESERT REGION Ms. Barbra Johnson (760) 777-2993 barbra.johnson@ managementtrust.com
NEW HOMEOWNER LEADERS MIRALON COMMUNITY CORPORATION
Ms. Laurie Stratton
MISSION LAKES COUNTRY CLUB CONDOMINIUMS, INC.
(760) 346-1161 lstratton@drminternet.com
ASSOCIATION PROFESSIONAL SERVICES Mrs. Gloria Kirkwood, AMS, PCAM
AVAIL PROPERTY MANAGEMENT Miss Nancy Holt
(760) 771-9546 nancy@availhoa.com
BIGHORN HOMEOWNERS ASSOCIATION, INC. Ms. Rosanna Cardenas, CMCA, AMS (760) 859-5067 rcardenas@boghorngolf.com
HOA Living | AUGUST, 2026
PERSONALIZED PROPERTY MANAGEMENT CO.
HOA ORGANIZERS, INC.
Mr. John Kerrigan Mr. Steven Klang
(760) 346-1161 msobczyk@drminternet.com
Mr. Brian Applegate
Mr. Neil Austin Ms. Rhonda Bowen Mrs. Joanne Brown Mr. Bill Green Ms. Amy Havens Mr. Mark Patterson Mr. Gary Pinder
Ms. Melyssa Sobczyk
(760) 250-1761 gkclockwood@gmail.com
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(928) 201-7003 vanessa@cvcmhoa.com
(760) 895-6345 christina.lascala@ managementtrust.com
Mr. Keith Lavery, CMCA, PCAM
(760) 346-1161 kromjue@drminternet.com
Mr. Robert Coleman, CMCA, AMS
SUNRISE VILLAS CONDOMINIUM OWNERS’ ASSOCIATION
ASSOCIA DESERT RESORT MANAGEMENT
PREMIER COMMUNITY ASSOCIATION MANAGEMENT
TITAN REAL ESTATE GROUP
Ms. Vanessa Robertson, CMCA, AMS
THE MANAGEMENT TRUST-SAN LUIS OBISPO
Ms. Ivonne Romano
(760) 673-8545 rdrews@brcpcam.com
SMOKE TREE RACQUET CLUB
RENEWING MANAGERS
RENEWING MANAGEMENT COMPANIES Ms. Rhonda Drews, AMS, PCAM
CANYON VIEW COMMUNITY MANAGEMENT, INC.
Ms. Melody Simmons
POLO CLUB MAINTENANCE ASSOCIATION Mr. Joe Cervini
PUEBLO SANDS HOMEOWNERS ASSOCIATION Mr. Thomas Cannon Mr. John Gallucci Mr. Alan Krug Mr. Frank Suppa Ms. Loretta Tremper Mr. Steve Wiseman Mr. Eric Yoshimura
VISTA MONTANA WEST HOA Ms. Lynn Bodkin
RENEWING HOMEOWNER LEADERS MISSION LAKES COUNTRY CLUB CONDOMINIUMS, INC. Mr. Walt Dwyer Mr. Michael Jennings Ms. Karen Pike
MOUNTAIN VIEW COUNTRY CLUB HOMEOWNERS’ ASSOCIATION Mr. Mark Child Ms. Laurie Duncan Ms. Anne Farnham Mr. Rodney Gentry Mr. Carl Glordano Mr. Ed Keegan Ms. Cheryl Krausfeldt Mr. Scot Woodward
PUERTA AZUL HOA Mr. Christopher Valenti
SUNRISE COUNTY CLUB HOMEOWNERS ASSOCIATION, INC. Ms. Susan Christensen Mr. Gary Clifton Mr. Jeffrey Coultas Mr. Harvey Harris Vista Montana Mr. Dwayne DeRose Mrs. Barbara Eastman Mr. Andrew LaRue Ms. Sharon Misseldine Ms. Karen Miles
at www.CAI-CV.org CAI-CV.org
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@CAI-CV
9
Monsoon Season in the Coachella Valley: A CommunityWide Approach to Preparedness
By Felicia Bustos
T
he Coachella Valley is known for its beautiful weather, but summer monsoon season can bring sudden thunderstorms, strong winds, heavy rain, blowing sand, and flash flooding. While these storms are often brief, they can leave behind damage that impacts every aspect of a community. For HOA Boards and Community Managers, monsoon season is a timely reminder that protecting a community requires year-round planning and the collaboration of many trusted professionals.Routine inspections and preventive maintenance help identify small issues before they become costly repairs. Storms can reveal roof leaks, clogged drainage systems, cracked pavement, damaged deck coatings, failing sealants, landscape erosion, irrigation problems, and electrical issues. Addressing these concerns early helps preserve community assets, improve safety, and reduce long-term maintenance costs.
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HOA Living | AUGUST, 2026
Preparing for monsoon season is truly a team effort. Every service provider plays an important role in keeping a community operating safely and efficiently. • Landscape professionals help maintain healthy trees and vegetation, clear storm debris, reduce erosion, and ensure irrigation systems function properly. • Tree care specialists inspect and trim trees to reduce the risk of falling limbs during high winds. • Roofing contractors inspect roofs, flashing, gutters, and downspouts to help prevent water intrusion. • Waterproofing and restoration professionals evaluate balconies, walkways, decks, stairs, foundations, and building exteriors to protect against moisture damage. • Painting contractors maintain protective coatings that shield buildings from the harsh desert sun and seasonal weather. • Paving and concrete specialists inspect streets, sidewalks, curbs, parking areas, and drainage systems. • Lighting and electrical contractors ensure pathway lighting, parking lot fixtures, emergency lighting, gates, and electrical systems remain safe and operational following storms. • Plumbing professionals inspect drains, sewer systems, and stormwater infrastructure to keep water flowing where it belongs. • Pool and recreational facility vendors inspect equipment, decking, fencing, and amenities to ensure they remain safe after severe weather. • General contractors and reconstruction specialists help restore damaged structures and coordinate repairs when larger projects are needed. Preventive maintenance is more than protecting buildings it's about protecting residents, preserving property values, and planning responsibly for the future. Seasonal inspections, timely repairs, and routine maintenance can significantly reduce the impact of severe weather while helping communities avoid costly emergency repairs. As monsoon season continues, remember that your association has access to a network of experienced professionals through the Coachella Valley Chapter of CAI. Whether your community needs preventive maintenance, inspections, landscaping, lighting, roofing, painting, reconstruction, or emergency storm response, consider partnering with CAI Business Partners who understand the unique needs of community associations. These trusted professionals work alongside HOA Boards and Community Managers every day and are committed to helping communities remain safe, beautiful, and resilient throughout the year. Felicia Bustos is the Business Development Representative at WICR Inc. Waterproofing & Construction. She is passionate about building relationships and helping communities find reliable waterproofing, deck coating, and reconstruction solutions. If you ever need support or simply want to connect, feel free to reach out she would love to chat! Contact Felicia at marketing@wicr.net or 760-835-5674. CAI-CV.org
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11
Indian Wells Hits Pause on Tree Trimming Rules to Protect Nesting Birds By Mary Strong
A
long-standing tree trimming policy in Indian Wells is getting a second look after concerns were raised that the city's landscaping schedule overlaps with bird nesting season. The City of Indian Wells has announced a temporary moratorium on enforcing its annual tree trimming deadline through the end of September. Homeowners and businesses will no longer be required to trim trees by the previous July 31 deadline while the city reviews its ordinance. The decision comes after concerns were raised that mandatory summer tree trimming can conflict with the federal Migratory Bird Treaty Act, which protects more than 800 native bird species, along with their nests and eggs. The issue first came to light after conversations with local wildlife experts, who say routine tree trimming during spring and summer can unintentionally destroy active nests, orphan baby birds and disrupt one of the most important times of year for local wildlife.
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HOA Living | AUGUST, 2026
Mikah Curtis, director of the Desert Wildlife Center in Indio, says the center is seeing an influx of orphaned and displaced baby birds this spring and summer, many of them arriving after nests were disturbed during routine tree trimming. "We should make every effort to not cut trees and shrubs between February-August unless it is absolutely necessary," Curtis said. "When people trim trees during this time of year, mom and dad flee. Without the parents to feed the babies, they will either perish or be brought to the Desert Wildlife Center for care." Every spring and summer, birds build nests throughout the Coachella Valley. Curtis says many homeowners and landscaping crews don't realize they're disturbing active nests because identifying them isn't always easy. "Most people don’t know how to recognize an active nest or accurately ID bird species to determine if they are protected or not," Curtis said. "Moving a nest of mourning doves that they believe are rock pigeons would still be violating the law and could result in a fine."
"Razia Shafique-Sabir, a wildlife biologist with the Sonny Bono Salton Sea National Wildlife Refuge, says nesting season varies by species, but generally begins in late February or March, with some young birds remaining dependent on their parents until September."
Curtis says even trimming branches around a nest can leave eggs and chicks exposed to the desert sun, predators and wind. As a result, healthy baby birds are often brought to the Desert Wildlife Center unnecessarily, taking up valuable space and resources. "If the Desert Wildlife Center is full of healthy babies that did not need to be disturbed in the first place, then we do not have the space, time, and resources to care for the injured and sick wild animals that actually need to be here for medical reasons," he said. Razia Shafique-Sabir, a wildlife biologist with the Sonny Bono Salton Sea National Wildlife Refuge, says nesting season varies by species, but generally begins in late February or March, with some young birds remaining dependent on their parents until September. Because of that, she recommends scheduling routine tree trimming outside the breeding season whenever possible. If trimming cannot be delayed, Shafique-Sabir says property owners or tree trimming companies should obtain the appropriate permit through the U.S. Fish and Wildlife Service or have a qualified biologist inspect the trees to ensure no active nests are present. If nesting activity is found, trimming should wait until the birds have fledged and are no longer dependent on the tree. Those recommendations are rooted in both federal and state law. The Migratory Bird Treaty Act protects native migratory birds, while California Fish and Game Code also prohibits destroying active bird nests or eggs. City Manager Christopher Freeland said Indian Wells is now working to update its tree trimming policy to better reflect those protections. "Our City will be changing our requirements for tree trimming during bird nesting season," Freeland said. "We will likely bring something forward to our Council at an upcoming meeting that gives homeowners/HOAs options should they still want to trim trees during the season, but must utilize the necessary protocols, like an inspection by a biologist.”
Freeland said he also plans to bring the issue before the Coachella Valley Association of Governments (CVAG) in hopes of encouraging other valley cities to review their own tree trimming policies. The recommendation to postpone trimming isn't coming from wildlife experts alone. Sam Aslan, who has worked with the City of Indian Wells for the past eight years as a soil scientist, also recommends avoiding tree trimming during the summer months whenever possible. While palms occasionally require maintenance for safety or management reasons, he said most can wait until the end of August. Date palms, he noted, don't need to be trimmed on a fixed schedule but rather when the fruit begins to brown, which can vary from year to year. Local tree care professionals share that view. Warren Miller, lead arborist with Arbor Tech, recommends scheduling most tree trimming and pruning between September and January. In addition to avoiding nesting season, cooler weather is generally less stressful on trees and allows them to recover more effectively after pruning. For homeowners, HOAs and cities across the Coachella Valley, the solution may be as simple as shifting routine maintenance by a few weeks. As Indian Wells considers permanent changes to its ordinance, the city's decision could become a model for other communities across the Coachella Valley, showing that it's possible to maintain beautiful neighborhoods while also protecting the wildlife that calls them home. Mary Strong is an award-winning journalist with more than 30 years of experience covering stories that inform, inspire, and connect communities. An Edward R. Murrow Award recipient and two-time Sports Emmy nominee, she has reported and anchored for local and national television networks, including NBC, Spectrum News, NFL Network, Fox Sports Net, Discovery Health, Outdoorlife Network and DirecTV. CAI-CV.org
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Proactive Landscape Planning and Design By Johnny Dennis Contreras
T
he middle of a desert flash flood is the worst possible time to test your community’s infrastructure. Yet year after year, HOA boards watch mud sweep across pathways and irrigation lines get unearthed, only to spend the next week writing checks to fix the damage. It’s an exhausting, repetitive routine. The solution isn't a faster emergency cleanup, but rather a strong landscape design that does the heavy lifting. With the passage of AB 1572, which phases out the use of potable water for irrigating non-functional turf, communities across California are actively removing lawns in common areas. As we transition these spaces to drought-tolerant, sustainable landscapes, we have an excellent opportunity to design them not just to save water during a drought, but to masterfully manage it during a flood. A truly resilient design begins with the strategic placement of heavy hardscape materials to act as velocity breakers. In many desert communities,
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street drainage is designed to shed water rapidly, meaning that during a heavy downpour, stormwater overflows the gutters, rushing past the curb, over the sidewalks, and directly into the planter spaces. To physically disrupt the energy of this rushing water, we
"Yet year after year, HOA boards watch mud sweep across pathways and irrigation lines get unearthed, only to spend the next week writing checks to fix the damage." must use substantial structures. Impact boulders that are at least three feet tall and up to five or six feet wide should be placed in known flood paths to act as natural brakes, dramatically reducing the water’s velocity before it can erode your planters. This heavy hardscape can
then transition into graduated dry creek beds that utilize 6” to 12” aggregate thus creating a rugged, naturalized spillway that guides water safely through the landscape instead of letting it sheet wildly across your property. Of course, putting down stone is only half the battle, as the earth beneath it must be engineered to cooperate. Before any rock or permeable weed fabric is laid down, the soil must be graded to create deliberate channels and gullies that guide water away from building foundations and sidewalks and into designated drainage areas. For heavier storms, this surface grading is backed up by subterranean capacity. Installing 2” to 4” perforated drainage pipes connected to underground catch basins allows the landscape to capture and temporarily hold a massive volume of water during smaller storms, letting it naturally percolate back into the water table. To handle overflow, these pipes route to pop-up plungers placed at the lowest points of the landscape. Crucially, these
pop-ups should feature a directional spill design, ensuring that excess water is cleanly discharged back into street gutters or basins rather than eroding nearby turf or sidewalks. We must also reconsider how we design and fund our retention basins, which are too often treated as an afterthought, left with the smallest budget, and filled with basic decomposed granite that washes straight down to the bottom of the basin during a single heavy storm. Instead of leaving these basins empty and vulnerable, we can use trees and shrubs to turn them into recreational and visual assets that hold back the soil. Deep-rooting trees planted within and around these basins act as anchors, using their massive root networks to bind the soil together and prevent massive washouts. Interplanting these areas with dense shrubs and groundcover shrubs creates a living shield that catches debris and further slows down the sheet flow of water, ensuring your soil stays where it belongs even when the basin fills with storm water. If your community has not yet undergone a major sustainable landscape
redesign, you are not defenseless, as there are several quick and simple repairs you can make right now to prepare for the upcoming monsoon season. First, inspect all existing catch basins, V-ditches, and street gutters for
"If your community has not yet undergone a major sustainable landscape redesign, you are not defenseless, as there are several quick and simple repairs you can make right now to prepare for the upcoming monsoon season." debris, overgrown weeds, or built-up silt, as clearing these pathways before the first drop falls prevents localized blockages that lead to sidewalk flooding. Next, audit your irrigation systems by linking your smart controllers to active rain sensors, or proactively shut down irrigation systems ahead of a forecasted storm to prevent oversaturating the soil
before the rain even starts. Finally, identify low-lying areas near sidewalks that showed signs of erosion last year and apply localized rock bags or temporary straw wattles to protect the vulnerable soil until a permanent, hardscaped solution can be budgeted and installed. Monsoon season is a powerful reminder that nature always finds the path of least resistance. By transitioning away from non-functional turf under AB 1572 and actively planning landscapes that embrace heavy rains rather than fighting them, community associations can save water, cut down on costly poststorm repairs, and build a beautiful, resilient desert oasis that stands the test of time. Johnny Dennis Contreras is the Business Developer, and Marketing Manager at Southwest Landscape & Maintenance and is a ISA Certified Arborist.Johnny can be reached by calling (909) 734-9743 or emailing johnny@swlandscape.net
"Instead of leaving these basins empty and vulnerable, we can use trees and shrubs to turn them into recreational and visual assets that hold back the soil." CAI-CV.org
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Beat the Heat Without Wasting Water By Coachella Vally Water District
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ugust in the Coachella Valley brings seasonal humidity and extreme heat. Find relief from the summer sun without wasting water by visiting these nearby locales within CVWD’s service area:
Fun fact: DSRT Surf will be a net-zero water user because the destination will convert 23 acres of non-playable golf turf into desert-friendly landscaping, saving more water annually at Desert Willow than the surf lagoon uses.
WATER FUN
ESCAPE THE HEAT
Local Pools Many local resorts and hotels offer day passes to access their pools and spas through resortpass.com. Some options include: • Grand Hyatt Indian Wells Resort & Villa
Berger Foundation Iceplex Go ice skating in the same place where the Coachella Valley Firebirds train. Public skating sessions are open to all ages and skill levels.
• Omni Rancho Las Palmas Resort & Spa in Rancho Mirage
COOL CENTER LOCATIONS
• Renaissance Esmeralda Resort & Spa • The Westin Rancho Mirage Golf Resort & Spa Water Areas at Fritz Burns Park & La Quinta Park Kids can cool off in the parks’ water areas – fun, go-to options for families on hot days.
Palm Desert Community Center Monday – Friday: 6 a.m. – 9 p.m. Saturday: 9 a.m. – 2 p.m.
Oasis Splash Pad at The Living Desert Access to the splash pad is included with membership or park admission, making it a great place to chill while experiencing desert wildlife.
Palm Desert Library Monday – Wednesday: 10 a.m. – 8 p.m. Thursday – Saturday: 10 a.m. – 6 p.m. Sunday: 1 p.m. – 5 p.m.
Palm Desert Aquatic Center Open to visitors of all ages, the recently renovated, state-ofthe-art facility features several pools, water slides, an obstacle course, a splash playground, and more.
The Joslyn Center (Ages 55+) Monday – Friday: 8 a.m. – 5 p.m.
DSRT Surf at Desert Willow Golf Resort Set to open this summer, guests can ride the waves or unwind at the pool at the unique surf destination. 18
La Quinta Wellness Center Monday – Friday: 9 a.m.– 4 p.m.
HOA Living | AUGUST, 2026
For more things to do this summer, check your local city or county resources. To stay current with CVWD news, visit cvwd.org.
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CAM DAY 2026
Celebrating the Professionals Who Make Communities Thrive Education, inspiration and industry connection came together during CAI-CV’s Galactic Summit CAM Day. On July 16, community association managers and assistant managers from across the Coachella Valley gathered at Palm Valley Country Club for CAI-CV’s 2026 Galactic Summit CAM Day—a full day dedicated to education, professional development, inspiration and connection. CAM Day is designed specifically for the professionals whose leadership, knowledge and commitment help communities thrive. Throughout the day, attendees participated in six interactive training sessions and had the opportunity to earn six continuing education units recognized by CAI and CAMICB. Breaks between sessions also provided valuable time to connect with industry partners, exchange ideas and strengthen professional relationships. More than simply an educational program, CAM Day offered managers an opportunity to step away from their daily responsibilities, learn alongside their peers and reflect on the important role they play in their communities. From the morning’s opening session through the conclusion of the program, the day reflected the energy, professionalism and collaborative spirit of the Coachella Valley’s community association industry. Attendees left with practical information they could bring back to their communities, new professional connections and renewed appreciation for the work they do every day. CAI-CV extends its sincere thanks to everyone who attended and helped make CAM Day such a memorable experience. Your enthusiasm, participation and willingness to share ideas are what make programs like this successful. We are also deeply grateful to our CAM Day sponsors and exhibitors. Their continued support makes it possible for CAI-CV to offer meaningful educational opportunities while bringing managers and industry professionals together in an engaging and welcoming environment. CAM Day marked CAI-CV’s final educational program of the summer—but the summer fun is not over yet! We look forward to welcoming members back for Summer Sizzler Bingo Night on Friday, August 14. Thank you to our community association managers for everything you do. You truly make communities thrive! 20
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THANK YOU!
PowerPoint Sponsor Associa
Trade Show Booth Exhibitors Tinnelly Law Empireworks Southwest Security Southwest Landscape NPG Asphalt Fision Optics By Hotwire Vintage Landscape Coachella Valley Safety First Citiens Bank Brown & Brown O'Connell Landscape Mc Builder Corp. Prendiville RB Roofing Cooper Coatings
Food Sponsors
Fision Optics by Hotwire Sierra Dawn Epsten, APC
Notepad Sponsor Coachella Valley Safety
CLAC Sponsors
Roseman Law Delphi Law Group, LLC
Cocktail Sponsors Enviroscape Landcare Le Firm
Pen Sponsor
Coachella Valley Safety
Greeting Sponsors Allied Universal Associa
Sign Sponsor Signarama
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Rising Insurance Costs: What Every HOA Board Needs to Know By John Schuknecht, CMCA, AMS
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f your association has seen a sharp increase in insurance premiums, you are not alone. The reality is this is not just a short-term spike or a typical market cycle. It is being driven by long term trends that are reshaping how insurance carriers evaluate risk. Understanding what is behind these increases is the first step toward controlling them. At a high level, the insurance industry is being impacted by several factors. Severe weather losses continue to rise, including hurricanes, floods, wildfires, wind, and hail events. Reinsurance costs have increased significantly, construction costs have risen more than 30% in recent years, and inflation along with rising minimum wage laws are driving up the cost of labor and claims. On top of that, ongoing labor shortages are making repairs more expensive and time consuming. These pressures are forcing carriers to raise rates and be more selective in the risks they take on. But beyond these factors, what really determines premium comes down to how a specific community is viewed by an underwriter. One of the biggest drivers of premium is loss history. Underwriters focus heavily on loss ratio, which is how much the carrier has paid out compared to what they have collected in premium. Frequent water claims are a major red flag, and even smaller repeated losses can add up quickly in the eyes of a carrier. Larger losses, such as fire or liability claims, can
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impact pricing for multiple years. Poor loss trends can also limit the number of carriers willing to consider the community. For associations dealing with frequent claims, one strategy to explore is increasing deductibles. This can help reduce premium and demonstrate to carriers that the association is willing to absorb smaller, more frequent losses. Over time, this can resolve loss ratio problems and can improve how the risk is viewed overall. Location is another major factor in how a community is underwritten. In California, wildfire and brush exposure continue to be one of the biggest premium drivers. In other parts of the country, severe convective storm zones with wind and hail, as well as hurricane and flood prone regions, create similar challenges. Even if a community has not experienced a loss, being in a high-risk area can significantly impact pricing due to catastrophe modeling used by insurance carriers. Property valuation also plays a much larger role than it has in the past. Many associations have been undervalued for years, and with construction costs rising rapidly, carriers are now requiring updated valuations that reflect the true cost to rebuild. While higher values typically result in higher premiums, inadequate values can lead to significant issues at the time of a claim. Proper valuation is not about over insuring, it’s about making sure the association is adequately protected.
When underwriting the community structures, roof condition is one of the first items evaluated. They want to know when the roofs were last replaced, whether there is an annual maintenance program in place, and if inspection reports are available. If roofs are older than 10 to 15 years, many carriers will only offer coverage on an actual cash value basis, rather than offering replacement cost. Replacement cost coverage pays for the full cost to replace the roof without deducting for age, while actual cash value factors in depreciation, meaning the association may only receive a portion of the replacement cost after a loss. This can create significant out of pocket exposure if not addressed proactively. Electrical systems are another major underwriting concern. Outdated components such as Zinsco, Stab Lok, or Federal Pacific panels are automatic declines for many carriers. Even when those components are not present, a lack of inspections or updates can increase the perceived risk of fire. From an underwriting standpoint, electrical systems are one of the clearest indicators of potential catastrophic loss, which directly impacts both pricing and the availability of coverage. Plumbing systems also play a critical role in how a community is evaluated. Water damage is one of the most common claims in homeowners associations, and underwriters look closely at the age and type of plumbing, inspection history, and any prior water damage claims. Communities with older plumbing systems or frequent water losses often face higher premiums, stricter deductibles, and fewer carrier options. In addition, many carriers are now implementing per unit water damage deductibles, which can significantly increase the association’s or unit owner’s financial exposure. For example, a 25,000 dollar per unit deductible applied to a loss affecting multiple units can quickly multiply into a much larger cost out of. At the end of the day, insurance pricing is a direct reflection of how risk is managed. The most successful associations take a proactive approach by implementing a comprehensive risk management strategy. This includes avoiding risk by removing hazards before they become claims, controlling risk through proper planning and reserve funding for major repairs, transferring risk through insurance by sharing exposure with a carrier, and accepting risk where it cannot be avoided or transferred. Insurance premiums are not random. Associations that actively maintain their buildings, invest in updates, and implement strong risk management practices will not only perform better in today’s insurance market, but will also create long term financial stability for their communities. 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
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Guide for Community Association Governance:
How to Govern Successfully to Avoid Claims, Lawsuits and Promote Civility By Joel W. Meskin, Esq., CIRMS, CCAL
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our home in a community association remains your castle; however, it is subject to conditions and restrictions agreed upon when the unit is purchased and the deed is signed. When governance breaks down, disputes, claims, lawsuits, and financial losses often follow. Understanding the fundamentals of community association governance can eliminate many issues.
UNDERSTANDING A COMMUNITY ASSOCIATION A community association is a not-forprofit business entity created to manage and maintain common interests within a community. When homeowners purchase a property within an association, they agree to comply with the community’s Documents, board-adopted rules, and applicable federal, state, and local laws. The most common disputes arise from a lack of understanding of these Documents. Board members and homeowners alike must familiarize themselves with the association’s rules,
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restrictions, and operational requirements before buying into a community association. Courts will assume that you have read and understood the Documents. Not having read the Documents will not constitute a defense.
KNOW YOUR DOCUMENTS AND APPLICABLE FEDERAL, STATE AND LOCAL LAWS Every community association operates a framework that includes: • Covenants, Conditions, and Restrictions (CC&Rs) Bylaws – the operating manual. • Board-adopted rules and policies Understanding what can and cannot be changed, and how to amend and adopt changes, is essential for effective governance. The Board’s Primary Responsibility: Protect the Community’s Assets, both Tangible and Intangible Board members are elected volunteer unit owners who must act in the best interests of the association, not in their own personal interests.
A board’s duty is to: • Protect community assets • Preserve property values • Enhance the long-term association risk management
EVERY BOARD IS THE COMMUNITY’S RISK MANAGER Risk management is the most important responsibility of any community association board. Risk management includes all the board’s responsibilities. Boards must prepare for both expected and unexpected risks:
EXPECTED RISKS RESERVE FUNDING A REQUIREMENT, NOT AN OPTION. Normal wear and tear, aging infrastructure, and future capital repairs that may be latent. Reserve studies provide guidance for short-term and long-term funding.
UNEXPECTED RISKS AND OTHER RISK TRANSFER MECHANISMS These include, but are not limited to, f lood, wind and hail damage,
property damage claims such as fire, liability claims such as slip and falls, and directors' and officers' wrongful acts, and other unforeseen events requiring insurance protection, professional risk management guidance, and other risk transfer tools such as indemnification agreements from vendors and professional service providers.\ Boards needn’t be experts or provide professional services. Boards are authorized to engage experts to assist in evaluations. Board members are protected against alleged wrongful acts in their capacity as board members, not as professionals.
CONDUCT BOARD BUSINESS PROPERLY Strong governance depends on proper procedures. Boards must: • Review and discuss issues during properly noticed meetings • Make decisions collectively • Clearly document actions and decisions • Delegate authority in writing • Ensure all delegated responsibilities stay within approved authority Clear documentation and consistent processes help reduce misunderstandings and provide important legal protection for the association.
WHY BOARD MEETINGS MATTER Board meetings are where governance happens. Not outside the board meeting, not between fewer than all the board members, not over the phone. Making decisions and forming alliances outside the properly noticed board meeting is a breach of fiduciary duty and can lead to invalid decisions and challenges. Effective meetings should: • Encourage participation, giving both board members equal speaking time with predetermined time limits. Strictly enforce
in a uniform manner. Stick to the agenda. It is all about fair discussion and decision-making. • Establish parliamentary procedures like Roberts Rules of Order, even if it feels unnatural in the beginning. • Maintain professionalism and civility, and avoid reacting when challenging owners rise up and stretch their rebelrousing acumen and need to
institutional knowledge that helps future boards make consistent decisions and avoid claims of unequal treatment or discrimination. Minutes should be limited to (1) attendance demonstrating a quorum, (2) agenda topics discussed but not the substance, and (3) decisions made and delegated further action. Whether authorized by the documents or not, extensive
"Board meetings are where governance happens. Not outside the board meeting, not between fewer than all the board members, not over the phone." be right. One owner’s concern is another owner’s “so what.” • Focus on community business. Avoid neighbor v. neighbor issues. They are rarely an association responsibility. If details bog down meetings, establish a committee to review the bogging and come back with findings and recommendations for further action, if appropriate. • Provide timely communication to homeowners. Meeting minutes memorialize valuable CAI-CV.org
notes and recordings are rarely beneficial and can lead to unintended consequences. Board members must review meeting materials in advance. Failure to do so is the biggest cause of unnecessary meeting time. This is for other board members and whoever puts the packet together. Continue a meeting when board members are not prepared or when there is insufficient preparation. No need to discuss if it will just be discussed later. facebook.com/CAICV
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contracts. If it is a relatively small contract with a definite ending, it could be okay with the proper authority. However, if it is a large amount, or a contract with an indefinite ending, attorney review is critical.
"Boards should address inappropriate conduct promptly, seeking legal guidance."
RESPECT THE BOARD’S DECISIONS Healthy governance mandates that boards support board decisions once a vote is finalized, even for those who were not in the majority. Undermining the majority can damage trust and potentially create governance and liability issues. Professional disagreement is healthy. Public dysfunction is not. Address Bullying and Disruptive Behavior Immediately Unfortunately, some associations have disruptive attendees and/or “rogue” board members. Bullying behavior can: • Undermine governance • Discourage participation • Create unnecessary conflict • Increase legal exposure Boards should address inappropriate conduct promptly, seeking legal guidance. Allowing disruptive behavior to continue unchecked can negatively impact the entire community. Failure to address can be tantamount to implicit ratification. Lead to potentially significant liability. 26
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Rely on Qualified Professionals Board members are volunteers in their capacity as board members, not professionals. Even if certain members are professionals, relying on their opinion can lead to uncovered claims and litigation. D&O Insurance only covers alleged “wrongful acts” committed in their capacity as board members. It does not cover professional liability exposure. Using qualified professionals can: • Improve decision-making using experts • Reduce liability exposure • Support Business Judgment Rule defense Being “penny wise and pound foolish” does not end well. It is not inherently bad, but it requires prudence and the requisite due diligence.
COMMONLY OVERLOOKED RESPONSIBILITIES Some important governance responsibilities are often overlooked: • Filing required tax returns • Disclosing conflicts of interest • Engaging a community association attorney to review
• Obtaining proper insurance documentation from contractors is an important risk transfer tool, avoiding costly mistakes and protecting the association’s interests and assets. Joel W. Meskin, Esq., CIRMS, CCAL Fellow, MLIS, EBP, is the Managing Director of Community Association Insurance & Risk Management at McGowan Program Administrators and has served the community association industry for more than 25 years. Licensed as a California insurance professional since 1981 and in Ohio since 2005, Joel began practicing law in 1985 with a primary focus on insurance coverage and related litigation and later earned the Management Liability Insurance Specialist (MLIS) designation. He earned CAI's CIRMS designation in 2005, was admitted as a Fellow of the College of Community Association Lawyers (CCAL) in 2014, received the CAI Business Partner Distinction in 2016, and was honored with CAI's National Award of Excellence in Chapter Leadership in 2018. A founding member of the Foundation for Community Association Research (FCAR) Think Tank, Joel has served on the FCAR Board of Directors, the National CAI Business Partners Council (including as Chair-Elect and Chair), the National CAI Board of Trustees, and currently serves on the National CAI Common Ground Editorial Advisory Board. A prolific industry speaker and educator since 2005, Joel is widely recognized for his expertise in community association insurance and risk management.
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2026 2nd Quarter CAI-CLAC Legislative Update By Amy K. Tinetti, Esq., CCAL
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AI’s California Legislative Action Committee California Assembly Housing and Community (“CLAC”) held its annual Advocacy Days in Development Committee and, as of the date of Sacramento on April 7 and 8, 2026. The event set a this writing, the bill is likely dead. record for attendance with 83 registered in-person When we met with legislators in early April, we attendees, over a third of which (29, to be exact) advocated in favor of three bills sponsored by CAIwere first-time attendees. The event also set a CLAC. The first, Assembly Bill 1892 (Davies), would record for advocacy with 104 in-person office visits streamline the elections process by changing the with legislators and staffers. It was great to see so timeline for elections by acclamation (most notably many familiar faces, but also wonderful to see so the 90-day nomination period) such that there many new people excited to advocate on behalf of would only be one timeline for all director eleccommunity associations. tions. Although we narrowed I ENCOURAGE EACH OF YOU CLAC’s role is to monitor our focus in Sacramento bills, take positions on bills to this issue, Assembly Bill TO FOLLOW THE HOT BILLS before the legislature, and 1892 is an omnibus bill that ON CAI-CLAC’S WEBSITE educate legislators on how would make two other needed (CAICLAC.COM), SIGN UP bills impact community assocorrections to existing law. ciations. There seem to be The first would clarify that FOR LEGISLATIVE UPDATES, more bills that impact coman association is responsible AND PARTICIPATE IN CAImunity associations in this for repairing and restoring legislative session than ever CLAC’S ADVOCACY EFFORTS. interrupted gas, heat, water, before, many of which would or electrical services when the ADDITIONALLY, PLEASE adversely affect community interruption originates in the CONSIDER JOINING US FOR associations; therefore, there common area, unless a utility was plenty to discuss with provider or the Association’s ADVOCACY DAYS 2027! our legislators and their staff governing document state members. For the purposes of meeting with the otherwise. The second would clarify that notices legislators and their staff members, we focused on regarding electronic voting need only be sent to one Senate Bill (SB 1007) and four Assembly Bills those voting electronically. Assembly Bill 1892 (AB 1892, AB 2050, AB 2579 and AB 1903). continues to work its way through the legislature We have already seen the results of our efforts, and does not have any opposition. and our Call-to-Action campaigns following The second CAI-CLAC sponsored bill is Advocacy Days, with Senate Bill 1007 (Menjivar), a Assembly Bill 2050 (Caloza), which would update bill that, if enacted, would have changed longstand- reserve study requirements and require associing California law that allows boards to increase ations to fund reserves so the reserve balance is regular assessments up to 20% from the previous not projected to fall below zero over 30 years. The fiscal year without a member vote, and would bill includes a January 1, 2032 operative date to have significantly limited the ability of board to give associations several years to effectuate the levy assessments sufficient to meet the financial required funding. Stacie Donnelly, the other Bay obligations of their associations. Thanks to CLAC’s Area/Central California Chapter Delegate and advocacy efforts, Senator Menjivar pulled the bill Chair of CLAC, has testified several times before right before it was scheduled to be heard by the committees on Assembly Bill 2050. The bill, and
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Stacie’s testimony, have been well-received and the bill continues to make its way through the legislature with great momentum. The third CAI-CLAC sponsored bill discussed was AB 2579 (Petrie-Norris), which proposed changes to the law (effective January 1, 2025) limiting associations’ rights to impose fines to encourage compliance with the governing documents. The bill died in committee, but the issue will likely be considered in future legislative sessions. Finally, we explained to legislators and their staff members why CAI-CLAC opposes Assembly Bill 1903 (Wicks), which would make significant changes to California’s longstanding construction defect law and transfer much of the risk (both actual and financial) for construction defects from the builders to the owners. Among other things, the bill makes owners responsible for inspection costs to identify defects, requires actual damage to occur before a claim can be pursued, and requires approval by a significant percentage of the members to file a lawsuit against the builder. The author is working with the various entities opposed to the bill and is considering several amendments proposed by CLAC and other groups. Assembly Bill 1903 continues to be heard in committee, and advocates from chapter across the state continue to vigorously advocate against it. CAI-CLAC is tracking, and advocating on, many other proposed pieces of legislation, including Assembly Bill 2439 (Rubio), which would require associations to notify every member by certified return receipt mail when there is a change in the person authorized to receive assessment payments. The bill also includes civil penalties for violations. Additionally, Senate Bill 1238 (Wahab) would legislate that managing agents owe a duty of care to the association and to its members. I encourage each of you to follow the Hot Bills on CAI-CLAC’s website (caiclac.com), sign up for legislative updates, and participate in CAICLAC’s advocacy efforts. Additionally, please consider joining us for Advocacy Days 2027! Amy K. Tinetti, Esq., CCAL Fellow and California Bay Area/Central California Chapter Delegate
GENERAL MANAGER Palm Desert TENNIS CLUB
PALM DESERT, CALIFORNIA GENERAL MANAGER HOA + TENNIS CLUB COMMUNITY HOA + TENNIS CLUB COMMUNITY PALM DESERT, CALIFORNIA
Palm Desert Tennis Club seeks an experienced, service-oriented General lead daily operations for Manager a 100-unit Palm Desert Tennis Manager Club seeks anto experienced, service-oriented General to lead daily operations for a 100-unit homeowners association and integrated homeowners andleadership integrated tennis club facility.association This is a highly visible role. tennis club facility. This is acandidate highlywill visible leadership role. experience, sound The ideal bring strong community association operational judgement, excellent communication skills, and stability during a management transition.
The ideal candidate will bring strong community association THE ROLE The General Manager provides day-to-day leadership and oversight excellent of HOA and club experience, sound operational judgement, commuoperations, supports the Board of Directors, supervises three full-time and two part-time employees, manages key vendors, and serves as the liaison to tennis and fitness program nication skills, and stability during a management transition. contractors. This role ensures responsive service, clear communication, and consistent follow-through for homeowners, residents, renters, club members, guests, and program participants. Candidates should have at least five years of leadership experience in HOA or community association management, club management, resort-residential operations, property management, or a closely related field. EXPERIENCE
THE ROLE
The General Manager provides day-to-day and 5+ years of leadership in HOA/community association operations, clubleadership management, resort-residential operations, property management, or a closely related field. Strong oversight of HOA and club operations, supports the Board operational judgment and communication skills required. SCHEDULE ofCOMPENSATION Directors,+ supervises three full-time and two part-time Competitive and commensurate with experience, qualifications, and certifications. employees, vendors, serves asmatters, the liaison Primarily on-site,manages with availabilitykey for Board meetings, and homeowner/member and or special meetings. Medical benefits and IRA contribution offered. to occasional tennisevening and fitness program contractors. This role ensures 48240 Racquet Lane, APPLY responsive service, clear communication, and consistent Palm Desert, CA 92260 Resume + brief cover follow-through forletter: homeowners, residents, renters, club 760.346.5683 jobs@palmdeserttenisclub.org members, guests, and program participants. Candidates PalmDesertTennisClub.com should have at least five years of leadership experience in HOA or community association management, club management, resort-residential operations, property management, or a closely related field.
EXPERIENCE 5+ years of leadership in HOA/community association operations, club management, resort-residential operations, property management, or a closely related field. Strong operational judgment and communication skills required.
COMPENSATION + SCHEDULE Competitive and commensurate with experience, qualifications, and certifications. Primarily on-site, with availability for Board meetings, homeowner/member matters, and occasional evening or special meetings. Medical benefits and IRA contribution offered.
APPLY Resume + brief cover letter: jobs@palmdeserttenisclub.org 48240 Racquet Lane, Palm Desert, CA 92260 760.346.5683 PalmDesertTennisClub.com
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P
alm Springs Lanes came alive Friday evening for “Livin’ on a Spare,” a rock-androll-themed bowling event filled with great music, delicious food and plenty of strikes, spares and laughter. Guests arrived ready to rock in concert T-shirts celebrating their favorite bands and performers. The shirts brought personality, nostalgia and a true concert atmosphere to the lanes, making everyone part of the show before the first ball was even rolled. Mario’s Italian Restaurant catered the evening, serving a crowd-pleasing meal that kept bowlers fueled throughout the festivities. Guests also enjoyed a sweet stop at the Ben & Jerry’s ice cream stand, along with signature cocktails inspired by legendary song titles: “Purple Rain,” “Light My Fire” and “Sweet Child O’ Mine.” Emcee Jessica Bond of RB Roofing kept the evening moving and the energy high. With her enthusiasm and natural stage presence, Jessica rocked the event like she was born to be in the limelight. The evening offered more than friendly competition—it was an opportunity to connect, celebrate and create lasting memories together. The rock-androll theme brought an extra spark to the lanes and made every frame feel like part of the show. A huge thank-you goes to the dedicated committee members who helped make “Livin’ on a Spare” such a memorable success: Julie Fraizer, Jennifer Felder, Linda Gonzales, Linda Johnson, Kristen Berryhill-Hood, Felicia Bustos, Jessica Bond, Dan Randles, Lily Ortega, John Walters and Curtis Smith. Thank you to everyone who attended, participated and helped make the evening rock. We can’t wait to do it all again next year!
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The first-place team was:
FRAZIER PEST CONTROL John Walters Mark Dodge Carl McCullough Bill Ashton
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CONSTRUCTION MANAGEMENT CONSULTING SPECIALIZING IN HOAs SINCE 2001 COACHELLA VALLEY’S LOCAL CONSTRUCTION CONSULTANT & PROJECT MANAGER
Visit www.Siglercm.com to see our project gallery and watch our informational video:
Click here for our Informational regarding Construction Consulting in Common Interest Developments that was broadcast on Dennis Quaid’s “Viewpoint Project”:
COACHELLA VALLEY: (760) 469-3048 SF BAY AREA: (408) 922-0262 EMAIL US: inquiry@siglercm.com
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HOA Living | AUGUST, 2026
Community Legal Advisors Inc. COMMUNITY ASSOCIATION ATTORNEYS
1.855.500.1BRS
WWW.BRSROOFING.COM General Counsel • • • • • • •
MARSHALL F. COOPER
79-952 Memorial Place La Quinta, CA 92253 CA Lic. #721489
Bus: 760-422-4366 Cell: 760-250-3034 marshall@coopercoatings.com
COOPER COATINGS INC. Concrete Overlay Systems
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www.coopercoatings.com
Serving San Diego County, Orange County, Inland Empire and Coachella Valley
ADA & DFEH Compliance CC&R & Bylaw Amendments Architectural Matters Contracts & Insurance Elections & Recalls Employment Law Legal Opinions
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Toll Free 833.938.1877 AttorneyforHOA.com
Timely Status Reports Responsive Paralegals Collectibility Analysis Judicial or Non-Judicial Foreclosures • Money Judgment Lawsuits • Small Claims Assistance • Post Judgment Recovery
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Golf Cart Safety: Protecting Our Communities, One Ride at a Time
I
n golf communities, golf carts have become much more than a way to travel the course, they are an essential part of daily life. Residents use them to visit neighbors, attend community events, access amenities, and enjoy the lifestyle that makes our community unique. With this convenience comes a shared responsibility to ensure every trip is a safe one. As our community continues to grow, so does golf cart traffic. Whether you're an experienced driver or a first-time owner, practicing safe driving habits helps protect pedestrians, cyclists, motorists, and fellow residents of all ages.
DRIVE DEFENSIVELY Golf carts may travel at lower speeds than automobiles, but they still require the same level of attention and courtesy. Always: • Obey all posted traffic signs and community regulations. • Yield to pedestrians and cyclists. • Slow down at intersections and blind corners. • Avoid sudden turns or sharp maneuvers that could cause passengers to lose balance. Remember, defensive driving isn't just about following the rules, it's about anticipating the unexpected.
KEEP YOUR EYES ON THE ROAD Distracted driving is one of the leading causes of preventable accidents. While operating a golf cart: • Never use a handheld phone while driving. • Keep both hands on the steering wheel whenever possible. • Stay alert to pedestrians, children, pets, and other golf carts. Photo By: www.boterocarts.com
• Be especially cautious during community events or peak activity hours. A moment of distraction can have lasting consequences.
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HOA Living | AUGUST, 2026
PASSENGERS MATTER Every passenger should remain seated while the cart is in motion. Standing on the rear platform, riding on the sides, or allowing additional passengers beyond the cart's capacity significantly increases the risk of injury. Before driving, ensure everyone is securely seated and understands basic safety expectations.
ADJUST FOR WEATHER AND VISIBILITY Morning dew, rain, loose gravel, and uneven pavement can reduce traction and increase stopping distance. During early mornings, evenings, or periods of reduced visibility: • Drive at a reduced speed.
JUST CRUISIN’: Bill Pease leads members of the Custom Cart Club in his 1932 Ford-inspired cart. Photo By: Andrew Hetherington
www.golfdigest.com/story/pimp-my-cart-hot-rod-culture-speeds-through-the-villages
• Turn on headlights if equipped. • Allow additional distance between your cart and others.
ROUTINE MAINTENANCE SAVES LIVES
• Exercise extra caution near pathways and parking areas.
A well-maintained golf cart is a safer golf cart. Regularly inspect: • Brakes
RESPECT SPEED LIMITS Higher speeds reduce reaction time and increase stopping distance. Driving within posted community speed limits helps create a safer environment for everyone. Remember, arriving safely is always more important than arriving quickly.
BE A GOOD NEIGHBOR
• Tires and tire pressure • Steering components • Lights and reflectors • Battery connections (for electric carts) Address maintenance issues promptly before they become safety hazards.
Photo By: Andrew Hetherington HOT WHEELS: Jeff Caldwell and his custom white T-bird. www.golfdigest.com/story/pimp-my-cart-hot-rod-culture-speeds-through-the-villages
Courtesy is one of the defining characteristics of great communities. Respecting noise levels, yielding the right-of-way, parking responsibly, and following community rules contribute to a welcoming environment for all residents and guests. Every safe interaction strengthens the sense of community we all value. Safety Is Everyone's Responsibility Whether you're traveling to the clubhouse, visiting friends, or simply enjoying a beautiful afternoon, every trip presents an opportunity to help keep our community safe. By remaining attentive, driving responsibly, and encouraging others to do the same, we can preserve the enjoyable, neighborly atmosphere that makes our golf community such a wonderful place to live. Drive courteously. Stay alert. Arrive safely. Britain Rome is the Manager of Business Development at Allied Universal Security Services for the Coachella Valley. Britain can be reached at 714.453.7450 or Britain.rome@aus.com 77-725 Enfield Lane | Suite #150 | Palm Desert, CA 92211
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HOA Living | AUGUST, 2026
AUGUST THURSDAY
6
EDUCATED BP - MARKETING WORKSHOP
3:00 PM
SUN CITY PALM DESERT/ VENTANA ROOM
TUESDAY
11
BOARD CERTIFICATION COURSE PART 2
9:00 AM
ZOOM
FRIDAY
14
SUMMER SIZZLER BINGO
3:00 PM
SUN CITY PD
TUESDAY
25
BOARD OF DIRECTORS MEETING
3:00 PM
SUN CITY PALM DESERT
SEPTEMBER MONDAY
7
LABOR DAY
ALL DAY
CLOSED
TUESDAY
8
BMW
8:30 AM
ZOOM
FRIDAY
11
NETWORKING IN THE WILD
5:30
LIVING DESERT ZOO & GARDENS
THURSDAY
17
EDUCATIONAL LUNCHEON & TRADE SHOW
11:00 AM
SUN CITY PD
TUESDAY
22
BOARD OF DIRECTORS MEETING
3:00 PM
SUN CITY PALM DESERT
CAI-CV 2026 CALENDAR SEPTEMBER Educational Program and Mini Tradeshow WHEN: September 17, 2026 11:00 AM WHERE: Sun City Palm Desert REGISTRATION TODAY
OCTOBER WED-FRI
14-16 CAI CEO-MC RETREAT
TBD
SAN ANTONIO, TX
THURSDAY
15
EDUCATIONAL LUNCHEON & TRADE SHOW
11:00 AM
PALM VALLEY
FRIDAY
23
OKTOBERFEST
5:30 PM
PRO LANDSCAPE
TUESDAY
27
BOARD OF DIRECTORS MEETING
3:00
SUN CITY PALM DESERT
TUESDAY
27
ANNUAL MEMBERSHIP MEETING
3:00
SUN CITY PALM DESERT
WEDNESDAY 28
BMW AND HOMEOWNER LEADER RECEPTION 3:00 PM
OCTOBER Galactic Bites & Brews WHEN: October 23, 2026 5:30 PM to 9:00 PM WHERE: Pro Landscape Nursery REGISTRATION TODAY
NOVEMBER Legal Symposium and Expo WHEN: November 12, 2026 WHERE: Double Tree Cathedral City REGISTRATION TODAY
CLASSIC CLUB
NOVEMBER THURSDAY
12
LEGAL SYMPOSIUM AND EXPO
9:00 AM
DOUBLE TREE, CATHEDRAL CITY
FRIDAY
20
FALL GOLF TOURNAMENT
1:00 PM
TBD
TUESDAY
24
BOARD OF DIRECTORS MEETING
3:00 PM
SUN CITY PALM DESERT
THURSDAY
26
THANKSGIVING HOLIDAY
26TH & 27TH CLOSED
SIGN UP FOR LOCAL EVENTS AT CAI-CV.ORG
DECEMBER FRIDAY
4
SIPS AND SHOTS
5:30 PM
TBD
FRIDAY
4
BMW
8:30 AM
ZOOM
THURSDAY
17
EDUCATIONAL LUNCHEON & TRADE SHOW
11:00 AM
PALM VALLEY
TUESDAY
22
BOARD OF DIRECTORS MEETING
3:00 PM
SUN CITY PALM DESERT
TUESDAY
25
CHRISTMAS OBSERVED
ALL DAY
OFFICE CLOSED
FOR CAI NATIONAL EVENTS AT CAIONLINE.ORG
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EVENT SPONSORSHIPS
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HOA Living | AUGUST, 2026