SANDS OF KAHANA VACATION CLUB BOARD OF DIRECTORS MEETING


DECEMBER 31, 2020


CALL TO ORDER
President Kevin Blair called the meeting to order at 8:30 a.m. the Hyatt Regency Maui Resort
and Spa,Maui Suite 1&2. Meeting was adjourned by unanimous consent at 8:31am to move to the Hyatt Regency Maui Resort and Spa in MauiSuite 3. President Kevin Blair called the meeting to order at 8:32 am. Property Manager, was Recording Secretary for the meeting. A quorum was established with 37.57% of the membership represented in person or by proxy.

MINUTES
The Board of Directors approved the 2019 Annual Meeting Minutes on November 19, 2020 in accordance with the permanently adopted meeting rules.

REPORTS OF OFFICERS
Jim Music presented a property update.
Richard Rodriguez presented the Treasurer’s report on behalf of the Treasurer.
The Auditors report for the year ended 2019 was available.

 

APPOINTMENT OF TELLER

Marcus Baricuatro was appointed teller to certify any counted votes. The appointment was approved by unanimous consent.


ELECTION OF DIRECTORS
Nominations and elections
were conducted. The results are:
Kevin Blair                2291.50%      (2
year term)
David Lint                 2173.50%      (2 year
term)
Bruce Rogers             1575.50%

The board organizational meeting will be at the call of the president by
unanimous consent.

NEW BUSINESS
The following resolution
was adopted by unanimous consent:
“Resolved by the owners of the Association, That the amount by which each
member’s assessment in 2020 exceeds the total payments of the Association for
maintenance, repairs and other expenses and capital expenditures of the
Association as the board of directors has appropriately paid or determined payable,
shall be applied to regular member assessments in the year 2021.”

ADJOURNMENT
The meeting adjourned at
8:40 a.m.

Gary Mano Recording Secretary



SANDS OF KAHANA VACATION CLUB BOARD OF DIRECTORS MEETING


NOVEMBER 19, 2020


DIRECTORS
PRESENT: Kevin Blair, Glenn Stockton, Johnnie Santiago and Chris York

OTHERS PRESENT: Richard Rodriguez, Bob Wagner, and Gary Mano representing
Soleil Management Hawaii, LLC (Soled”)

 

CALL TO ORDER
The meeting was called to order by President Kevin Blair at 11:45 a.m. Hawaii time. Mr. Blair established a quorum with four Directors present.

PROOF OF NOTICE
Soleil certified that notice was given on November 13, 2020.

OLD BUSINESS
Review and approval of the minutes of the Annual meeting of the Club and the Organizational
meeting of the Board of Directors held on October 24, 2019.

MOTION: To approve the minutes of the Annual meeting of the Club and
the
Organizational meeting of the Board of Directors held on
October 24, 2019 as submitted. (Stockton/Santiago) Unanimous
Review and approval of the April 24, 2020 board meeting minutes.

MOTION: To approve the April 24, 2020 board meeting minutes.
(Santiago/Stockton) Unanimous

NEW BUSINESS:
Vacation Club
Financial Review, Rental Activity, the effect of the Covid-19 Pandemic and approval of 2021 Budget
The Club has suffered a significant decrease in rental revenue based on the Hawaii Governor 

imposing severe travel restrictions to the Hawaiian Islands on March 21, 2020

(14day mandatory quarantine for all arrivals) in response to the Covid19 pandemic which effectively closed the Resort for approximately seven months. After the Governor slightly modified the travel restrictions effective October 15, 2020 that still required a negative Covid test within 72 hours before arrival, the resort was reopened but the owner occupancy and rental activity remains significantly below the 2020 Budget occupancy and rental revenue income budget estimates

 

Occupancy has been running between 3570% since October 15th. The Board, in conjunction with Soleil, have been conducting and continue to conduct a thorough review of the financial impact of the pandemic and the need to reexamine the 2020 Budget in order to prepare the budget for 2021. The review includes an analysis of the level of receipts of assessments from the Club owners, projected 

 

Club costs for the remainder of 2020 and a forecast of the level of rental activity for the Resort in terms of maintaining the maximum rental revenue in light of the ongoing effects of the pandemic and rental competition from the successor developer and its affiliated entities (collectively, the Developer
Entities
).

 

After a thorough discussion, the Board agreed to the following:

WHEREAS, the Covid19 Pandemic has resulted in a tremendous financial challenge for
the Club that
has warranted a constant review of the financial position of the Club
and continued revenue and
cost projections for the Club for the remainder of
2020
;

 

WHEREAS, the Board has previously instructed Soleil to produce the analysis of the
actual
results of the Covid19 Pandemic on the Club operations and estimates for
the remainder of 2020 in order to evaluate the financial needs for the Club;
MOTION, that, the Board instructs Soleil to continue to produce the
financial
analysis of the actual results for the Club operations in light
of the Covid19 Pandemic and provide revenue and cost estimates for
the remainder of 2020 to the Board on a minimum of a monthly basis.
(Santiago/York) Unanimous

WHEREAS, in connection with the ongoing financial review, the Board instructed
Soleil
to produce a new budget format that enables the Board to assess the effect
of the Covid19 Pandemic and the challenges in reengaging the rental operations
to produce rental
revenue for the Club to be utilized for all future budget years;

WHEREAS, the Board has reviewed and agrees with the new budget format presented by Soleil;
MOTION, that, the Board approves the new budget format for use by Soleil
beginning with Budget Year 2021.
(
Santiago/York) Unanimous

 

WHEREAS, the Club has owners that fail to pay their annual assessments (Delinquent Owners) and are not permitted to use the Resortsaccommodations pursuant to the Clubs Declaration;

 

WHEREAS, the Club
has the
right to rent
available units to members of the
general
public and other Club owners to offset the annual maintenance assessments of
the
Delinquent Owners;

 

WHEREAS, the Board recognizes that the Developer Entities own or control a
significant
number of timeshare intervals at the Club (Developer’s Inventory);

WHEREAS, the Board recognizes that the Developer Entities have the right to rent the Developer’s Inventory to the general public in competition with the Clubs
renting activities;

WHEREAS, Soleil has the right under the management agreement with the Club to
delegate its authority and responsibilities to a subagent pursuant to the Clubs
Declaration upon the approval of the Board;

WHEREAS, the Board recognizes that the Developer Entities provide critical services to the Club in acquiring new owners that then pay general fund fees, transfer fees and ongoing maintenance assessments to the Club;

WHEREAS, the Board also recognizes that the Developer Entities are one of the only sources the Club has to acquire new owners and that the Developer Entities
provide such services at a tremendous
cost and risk of loss;

WHEREAS, the Board recognizes that a strong relationship with the Developer Entities is vital and desired by the Club in order to maintain the Club in a fiscally strong position and maintain maintenance assessments at a reasonable level for all owners;

WHEREAS, the Board acknowledges and agrees that competition between the Club and the Developer Entities in renting to the general public would be detrimental to the Club in achieving the goal of maximizing rental revenue for the Club;

WHEREAS, the Board acknowledges and agrees it would be beneficial for the Club to have a collaborative effort between the Club and the Developer Entities utilizing a single inventory revenue manager to rent all available accommodations at the Club on behalf of the Club and the Developers Inventory on behalf of the Developer Entities;

 

WHEREAS, Soleil, at the direction of the Board, has negotiated an Inventory Revenue Management Agreement (the Agreement”) with Rev Solutions LLC (Rev Solutions) an inventory revenue management company and affiliated entity of  Soleil and the Developer Entities – that has significant experience in the generation of reservations for timeshare resorts and management of timeshare transient room rates to maximize rental
income
to assist the Club to offset the maintenance fees owed
by the Delinquent Owners;

 

WHEREAS, the Board acknowledges that operating a rental program in a timeshare
property
where ownersreservation rights must be preserved requires specialized
experience which Rev Solutions personnel has;


WHEREAS, the Board has extensive experience working with the personnel of Rev
Solutions in connection
with the rental of the Club’s available rooms;

WHEREAS, the commission rate being proposed by Rev Solutions in the Agreement is the same commission rate currently being paid to Soleil by the Club on its rental revenue so the Agreement is cost neutral in terms of the commission rate and Soleil acknowledges and agrees that Soleil will grant to Rev Solutions its right to receive the commission on the rental revenue as set forth in the management agreement between Soleil and the Club;


WHEREAS, the Board discussed that Soleil is still the ultimate party that is responsible for the overall management of the inventory revenue for the Club;

WHEREAS, the Board recognizes that Rev Solutions is negotiating a similar inventory revenue management agreement with the Developer Entities for renting Developers Inventory;


MOTION, that, the Board (1) gives permission to Soleil to delegate its authority and responsibilities to Rev Solutions in connection with the inventory revenue management for all of the available rooms at the Club, including the right to collect and retain the commission set forth in the management agreement between Soleil and the Club; (2) has
reviewed
and agrees with the prospective terms and conditions set forth in the Agreement; and (3) requires that Soliel agree with Rev Solutions on the standards by which the rental budget will be determined, including a fair allocation of the rental revenue as
between the
Developer Entities and the Club, as well as Rev Solutions’ agreement to adhere to the procedures for reserving and renting rooms so that owners with reservation rights can reserve unrented rooms in accordance with the governing documents.
(Stockton/York) Unanimous

MOTION, that, upon notification that an inventory revenue management agreement has been entered into between Rev Solutions and the Developer Entities, the Board gives approval to Soleil to enter into the Agreement on behalf of the Club. (Stockton/York) Unanimous

 

WHEREAS, the Board reviewed and approved the 2021 Operating Budget which reflects a zero percent (0%) increase.
MOTION, to approve the 2021 Operating Budget as presented.
(Santiago/York) Unanimous

WHEREAS, the Board discussed the Kahana Bay Steering Committee (KBSC) in
connection with the Kahana Bay shoreline erosion and the recommended beach
nourishment and groin
improvements. The Club is not a member of the KBSC but The Sands of Kahana AOAO is a member. The shoreline is of vital importance to the Club as over 70% of the membership in the SOK AOAO is through the Owners in the Club and the Clubs support is required for the SOK AOAO to move forward with the shoreline improvement project. The KBSC has worked with the County of Maui to have the County undertake the financing and management of the improvement project and the County has requested to receive written support from the AOAO boards of all of the KBSC resorts. The SOK AOAO Board has been presented with a form of Resolutions to review and, if acceptable and approved by the SOK AOAO Board, provide an executed copy of such Resolutions to the County in support of the Countys undertaking of the financing and management of the improvement project. The Clubs Board has: (a) reviewed the Resolutions and found them acceptable; and (b) supports the SOK AOAO Board in executing the Resolutions and delivering a copy to the County.

MOTION, that the Club’s Board agrees to support the County in terms of
the County’s undertaking the financing and management of the
improvement
project and to support the SOK AOAO Board’s
execution of the proposed Resolutions and delivery a copy to the
County
. (Stockton/York) Unanimous

WHEREAS, the Board reviewed the appointment of auditors to perform the 2020 audit upon Soleil’s recommendation that the Association continue to use Kobayashi Kanetoku Doi Lum & Yasuda, LLC, CPAs.


MOTION, to engage Kobayashi Kanetoku Doi Lum & Yasuda to perform the 2020 audit. (York/Santiago) Unanimous

WHEREAS, the Board previously discussed a Monthly Maintenance Program at the
board
meeting held on April 24, 2020, under which program owners would have
an option to pay their maintenance fees on a monthly basis.

MOTION, that the Board instructs Soleil to prepare draft revisions to the
Club
Rules for Board review and approval pursuant to the Club Declaration and the Club Bylaws, which revisions shall implement a Monthly Maintenance Program for an owner to have an option to pay their maintenance fees on a monthly basis, subject to reasonable rules, regulations and restriction, including the execution of an automatic payment agreement. (York/Santiago) Unanimous


There was no further business and the Meeting was adjourned at 12:05 p.m.

 

  

 

2020 SAND OF KAHANA VACATION CLUB BOARD OF DIRECTORS MEETING

 

APRIL 24, 2020

 

DIRECTORS PRESENT: 

Kevin Blair, Glenn Stockton, Johnnie Santiago, Chris York and David Lint

 

OTHERS PRESENT: Richard Rodriguez, Soleil Management, Robert Wagner, Soleil
Management, Gary Mano, Soleil Management

CALL TO ORDER
President Kevin Blair called the meeting to order at 7:15 a.m. HST

PROOF OF NOTICE
Notice of meeting was given in accordance with the Bylaws and Hawaii Revised Statutes.

ROLL CALL AND ESTABLISHMENT OF QUORUM
A quorum was established with all five directors present.

NEW BUSINESS
a. Resort Management. Discussion with Soleil Management on a program under development
to extend use year to owners based on availability due to the duration of the current
pandemic.
b. Discussion on a Monthly Maintenance Program option under development. Soleil
Management working on a program for an owner to have an option to pay their maintenance
fees on a monthly or quarterly basis.
c. Financials/Cash Projections. Review of the financial statements with R. Wagner, the cash
flow is adequate at this time.

ADJOURNMENT
The meeting was adjourned at 7:30 a.m. HST

 

============================================================

2019 Sands of Kahana Vacation Club Annual Meeting

Meeting Summary

The Sands of Kahana Vacation Club annual meeting was held on April 24, 2020.  Please see the minutes of the meeting, on this web site. It took several emails to Soleil Management personnel and one email to Kevin Blair, Chair of the SOKVC Board of Directors to get the minutes but I finally received them. The minutes appear to me to be pretty much “boiler plate” minutes but at least they show the vote count for the election for SOKVC Board Directors. 

CALL TO ORDER

President Kevin Blair called the meeting to order at 7:15 a.m.  The meeting was held at the Sheraton Maui Resort, Hawaii. Gary Mano was present as recording secretary. A quorum was present with 3,188 weeks (or 42.57% of the vacation plan owners)represented either in person or by proxy.

APPROVAL OF MINUTES

The Minutes of the 2018 Annual Meeting Minutes were approved by the Board in accordance with the meeting rules.

REPORTS

President Kevin Blair gave the president’s report, and Jim Music, General Manager provided information on the resort.

Richard Rodriguez gave the financial report; the audit report is available upon request.

APPOINTMENT OF TELLERS

Carol Vodvarka and Martha Palazzolo were appointed tellers to certify any counted vote.

NOMINATIONS AND ELECTIONS OF DIRECTORS

The Nominating Committee provided a slate of candidates and there were no further nominations from the floor.

Pursuant to Section 6.1 of the By-Laws, one director has to be a Hawaii resident. That Hawaii resident has been Chris York and he is the only Hawaii resident serving on the board.Therefore, Chris York will be elected and the two other nominees that receive the most votes will also be elected.

An election was conducted. The results are:

Glenn Stockton          3,142.5   2 year term

Johnnie Santiago       3,105.0   2 year term

Arthur (Chris)York         473.5   2 year term

Bruce Rogers              2,835.5

ANNUAL TAX RESOLUTION

Motion:

Resolved,That the amount by which each member’s assessments in 2019 exceeds the total payment to the Club for maintenance, repairs and other expenses and capital expenditures of the Club as the Board of Directors has appropriately paid or determined payable shall be applied to regular member assessments in the year 2020.

The resolution was adopted by unanimous consent.

ADJOURNMENT

The meeting adjourned at 12:23 p.m.

Secretary

Approved by the board of directors on 12.11.19

RCI Points Explained

This information is from a post to our SOKCO Facebook page:

There have been many posts and questions about the offering by Kainoa Properties during the “Owner’s Update” to have owners buy RCI points. When I was there at the end of April I spoke to a representative from Kainoa. Here is a summary of what I was told.

You still own your Sands unit, and you may reserve that the same way you do now. However, if you use your RCI points you reserve through RCI and compete with all the other RCI point owners for the Sands, or anywhere else for that matter.

Based upon the unit you own, you may purchase RCI points. For example a two bedroom unit is worth about 77,000 points and a three bedroom unit is worth just under 100,000 points. The prices for the points keep changing (going up). The pitch he gave me is this. If you have a three bedroom unit and you are only using one bedroom you are wasting your unit. If you have points, you can use them to only reserve a one bedroom unit and use the other points for other reservations at the Sands, or elsewhere.

Well, this sounds good until you understand how many units there are; where they are; and how many are not available because they are owned entirely and not in the timeshare pool. I will post the resort layout in the Photo section.

There are 196 total units. Fifty-two are either wholly owned or fractional owners. The remaining 144 units are in the Vacation Club (timeshares). There are only thirty-seven one bedroom units, and most of them have “garden” or no views of water (Buildings 1 & 4), and they are on the lower floors with poor views. There are only fifty-seven units in Building 2 & 3 that are available because the rest are owned.

So the bottom line is that if you use RCI points to reserve at the Sands, it is unlikely you will receive Ocean Front or Ocean View units, if you can reserve at all.

If you reserve your normal unit through the CRMLV website you can select Ocean Front or Ocean View, when they are available.

I hope this helps.

How to use Interval International (ii) to exchange your Sands of Kahana week

(Copyleft protects this document.  You are free to copy and distribute this document but not change it.)

  1. The basics
  2. Making a manual exchange
  3. Placing an on-going request
  4. Using e-Plus in conjunction with an exchange

I really enjoy staying at the Sands of Kahana. It is a beautiful location. I really enjoy coming to the SOK every-other-year for two weeks.  I have exchanged my SOK unit only once. When I did an SOK exchange, I exchanged for a 2 BR at the Pointe at Poipu on Kauai. But I have made over two dozen exchanges (and counting) with my other (non-SOK) units. Also, I find for a variety of reasons that my non-SOK units make more sense for exchange purposes. But there may come a time when I cannot use my two weeks and would be interested in exchanging them.

In order to make exchanges through Interval, you will need to have an account with them. If you have never exchanged your SOK unit and do not have an account, you will need to contact Interval and set up the account. BTW, your account has to be paid up through your intended exchange travel date.

The next step, if you intend to trade your SOK unit for another destination, is to make sure that your SOK maintenance fee is paid. For example, if your use year begins January 2017 (and you have used or plan to stay at the SOK in 2016) and you intend to exchange your 2017 entitlement, you need to pay the 2017 maintenance fee.

The third step is to call Soleil/Consolidated and tell them that you want them to deposit your 2017 week into Interval. In the past, you could do this yourself, including choosing the reservation date. However, a few years ago the procedure changed. Now, Soleil/CRM chooses the week to be deposited/assigned (on your behalf). They will give you a reservation date and number.

The fourth step is to do a manual search or to place an on going request with I’ll explain the differences briefly here and will go into more detail, including the pros and cons in the next communication.

With a manual search, you enter your SOK reservation information (res number and check in date) and then you manually look at the inventory that is currently available for exchange. You may see units that are bigger or smaller than the SOK unit that you are exchanging. Basically – – if you can see it you can book it. When you book it, you will be required to pay ii an exchange fee.

An on going request is a request that you place with ii, where you have listed the timeshare resorts to which you potentially want to travel and the desired travel dates. When you place a request, you will be required to pay an exchange fee in advance. If you ultimately do not complete your exchange and/or you cancel it, you can get a refund of the exchange fee. With an on-going request, you can request any location you want and a unit size up to (but not larger) than your home SOK unit size (1BR, 2BR, 3BR).

You can request any time period from 60 days in the future all the way up to two years from your SOK home reservation date.

In the next segment, I’ll go into more detail on manual exchanges.

How to use Interval International (ii) to exchange your Sands of Kahana week

(Copyleft protects this document.  You are free to copy and distribute this document but not change it.)

This is the continuation of a short article on how to exchange using Interval International (ii).  It is written for someone who has little to no experience doing an exchange and is broken into four sections:

Firsttime- jitters – If you have never done an exchange, it is likely to seem un-nerving the first time. I was afraid that I would make a mistake and would either book something that I didn’t want or would lose my deposited week. But after you have done it once or twice, you’ll realize how easy it really is. Also, you can use the back arrow button up to the point of when you are required to enter your credit card number. So, if you have not yet entered a credit card number, you can still back out or reverse what you were doing.  I do all of my exchanges on-line.   But it is possible for a small extra fee to do it over the telephone with a human at the other end. Perhaps the first time that you do an exchange, you may find it reassuring to have an ii representative helping you.

With your SOK deposit into ii, it is possible to manually search for exchanges within the available inventory. When Soleil/CRM deposited your SOK unit into ii, it is similar to you depositing a fresh $100 bill in the bank. You are very unlikely to ever see that same $100 bill again, but it has a value for exchange purposes. The deposit is valid for two years from the check-in date of the unit that CRM deposited on your behalf. So, if they deposited a Sept 1, 2016 unit for you, you can search for exchanges all the way out to Sept 1, 2018. For an additional fee, you can also extend that date range when necessary. Sometimes people new to exchanging wonder if it is necessary that in order to go to, sayPalm Desert, that ii needs to find someone who owns in Palm Desert that wants to specifically go to the SOK. That is not necessary and actually is somewhat unlikely. The Palm Desert owner is likely to want to go to some other location but it doesn’t matter to you because you just need them to deposit their unit.

The pros and cons of a manual search. The biggest pro is that you have the potential to book a unit that is bigger than the one you deposited or in a more highly rated resort. For locations with a lot of timeshares (e.g., Lake Tahoe, Ca.; Palm Desert, Ca.; Sedona, Az.; Las Vegas, NV; Brans on, Mo; Orlando, FL; Williamsburg, VA) it  is often fairly easy to  simply get on-line and book what you want.   Several times I have deposited what is called an “efficiency” unit and ended up manually exchanging it for a one or even a 2 BR unit. This inventory is constantly changing. So if you don’t see what you are looking for today, look again tomorrow or the next day.

The con to doing a manual search is you are generally seeing what is left over after all of the on-going requests have been satisfied. So, in a sense, they are the left-overs. So if you are seeking a hard-t o-get timeshare or seeking in a high demand period, you may not see anything in the manual search mode.

Doing a manual search. In order to do a manual search, here are the steps that you would take:

  1. Log on to ii
  2. Click on the tab called Exchange
  3.  Enter the location with which you are interested. That is, enter a single destination, search all locations (this is my preferred way of searching) or use the map. For the next steps, let’s assume that you have clicked on “Search all Locations”.
  4. Enter your desired travel dates. I prefer to enter a wide range of dates rather than requesting too narrow of a range. I have read that narrow date ranges sometimes omit valid inventory. So, I will often plug in a date range of today through the expiration of my deposit in order to see everything that is available. When I look at the results, they are in sequence of check in date, so it is fast and easy to scan through them.
  5. You will now be taken to a page where you can see “My Units”. You should see your SOK unit as an “Unredeemed Deposit” that includes the details of the deposit (i.e., check-in date, unit size, expiration date). Click on “Vacation Exchange”
  6. You will now see the Search results. If you had clicked on Search all locations, you will see all of the areas of the world that are currently in inventory. Click on a location such as Phoenix, Az. It will show you all of the units that are available for exchange.
  7. If you see something of interest, click on the Exchange box. This will take you to a series of screens confirming that you want to proceed. You will have 18 minutes to go through these screens. It will show you specific information on the kitchen, bedrooms, bathrooms, Air conditioning (if applicable), and any special fees or taxes (if applicable). Ultimately you will be asked to enter a credit card number. Once you have done this, you are committed. But up until that point on time you can safely back out of the transaction. 8. After you have booked your unit, you will be sent a confirmation. It is very wise to double check everything on the confirmation to make sure that it is exactly what you wanted. If you made a mistake, you have 24 hours to call ii and cancel the reservation.
  8. After you have booked your unit, you will be sent a confirmation. It is very wise to double check everything on the confirmation to make sure that it is exactly what you wanted. If you made a mistake, you have 24 hours to call ii and cancel the reservation.
  9. Importance of doing your homework. There are four general resort classes: Elite, Gold (which is what SOK is), Silver, and no-rating. Elite and gold are generally the best and the no-rating resorts the lowest. I usually spend some time researching the resorts that I enter to make sure that it has everything that I may consider important (for example, washer/dryer, air conditioning, free parking, full kitchen, etc.). When you are in the ii directory, you can see the amenities and the ranking of the resort. You can also click on Member Ratings. If you see four or five circles, the timeshare is highly rated. If you see fewer, then the resort is lower rated. In addition to this “short-hand” way of checking out a resort, you may want to go to Tripadvisor.com and look at the individual reviews for the various resorts. This research is necessary to avoid unwanted surprises later.

In the next segment, I will cover how to set up an on-going request.

How to use  Interval International (ii) to exchange your Sands of Kahana week

(Copyleft protects this document. You are free to copy and distribute this document but not change it.)

This is a short article on how to exchange using Interval International (ii). It is written for someone who has little to no experience doing an exchange and is broken into four sub-articles:

  1. The basics
  2. Making a manual exchange
  3. Placing an on-going request (the subject of this sub-article)
  4. Using e-Plus in conjunction with an exchange

If you have never placed an on-going exchange request or done a manual search, it is likely to seem daunting the first time. But after you have done it once or twice, you’ll realize how easy it really is. I do both manual searches as well as on-going requests on-line. But it is possible for a small extra fee to place an on-going request over the telephone with a human at the other end. That is something to consider doing your first time, especially if you are uncomfortable doing things on-line.

There is a good video available on “How to make a Request” on the ii site under the Community Exchange tab. If you haven’t seen it, it is worth watching. To view it, log on to Interval’s site and either go to the first post(message #1) of the thread in the Exchange sub-forum called “How to place a request” or go to the video library and click on that same title.

There is also a brand new and similar YouTube video from Interval on this same subject:

https://www.youtube.com/watch?v=n4OwlU-5_R8

Pros and cons of placing an on-going request. There are a couple of Pros to placing a request:

  1. Best chance of getting your desired exchange, especially if you are requesting a location where the demand is high and the supply is fairly limited.
  2. Does not require you to manually look daily to see new inventory
  3. Works very well with requests of timeshares that make large “bulk” deposits a few times a year. Those people who have in-place requests have a very high chance of getting their exchange at those times.

The drawback is that you can only request a unit that has the same bedroom capacity as what you deposited. So if you have a 1 BR SOK unit, you can only request another 1 BR unit for exchanging. (In a later article, I will show you how you can sometimes use what is called ePlus to upgrade to a larger unit). Another drawback is that the request process forces you to do advance planning. Some people find this difficult personally or because of job demands and school schedules.

Exchange inventory generally begins to show up about a year before the check in date. But this vari es. Some resort owners (like Kona Coast on the Big Island) can deposit perhaps 18 months in advance.  On the other end of the spectrum, you will find a few people who have delayed depositing their unit until   lat er. If you want to maximize your chance of a successful exchange match, it is best to put your request in at least a year in advance. That will give you access to the largest amount of inventory.  While it cannot hurt to request something with a shorter lead time, keep in mind that when you are down to say, 2 months, that perhaps 95 percent of the inventory available for exchange has already been placed.

When you place a request, you will be required to pay an exchange fee inadvance. If you ultimately do not complete your exchange and/or you cancel it,you can get a refund of the exchange fee).

To place an on-going search request, first log on to your Interval Account. Then follow these steps:

  1. Click on the Exchange Tab.
  2. Then click on “My units”. This will take you to a page where you will seeyour SOK deposit. It will say “Unredeemed Deposit” next to your deposit along with its expiration date.
  3. Click on the box that says “Place request”. This will take you to a page where you select what you want in terms of unit size (bedrooms),Kitchen facilities, etc. For some locations where you know that there is a high demand and perhaps limited supply, you may find it advantageous to request a smaller unit than you have deposited. This will “stack the deck” in your favor. Also, make sure that you do your homework and don’t do something like require a kitchen at a location where the units do not have kitchens, etc.
  4. After you have selected your requirements, click continue. This will take you to a page where you will enter your desired exchange location and travel range. For the exchange location, I usually plug in the three letter resort code, but you can also just type in a general location (e.g., Orlando) where it will pull up a list of all of the resorts at that location. You can then click on the specific resorts that you are targeting. As you enter the resort codes, keep in mind that you really need to have done research on those resorts so that you are not selecting a resort with which you may ultimately not be happy with. It is possible to simply select a location (e.g., The Big Island, Hawaii) but itwill request ALL timeshares in that location, including both higher and lower ranked timeshare. That could lead to some unpleasant surprises if you get matched to something that may be substandard. Once a match has been found, ii will send you an email indicating that your exchange has been made. You only have 24 hours from when the email is sent to call on the telephone and cancel. (Make sure that the email doesn’t go into your Spam folder). I once made a mistake on a request and was confirmed to a wrong date range. I quickly called ii and had them cancel it (no charge).

In the next segment, I will cover ePlus and how it may be useful to you and some pitfalls to avoid.

How to use Interval International (ii) to exchange your Sands of Kahana  week

(Copyleft protects this document. You are free to copy and distribute this document but not change it.)

This is a short article on how to exchange using Interval International (ii). It is written for someone who has little to no experience doing an exchange and is broken into four sub-articles:

  1. The basics
  2. Making a manual exchange
  3. Placing an on-going request
  4. Using e-Plus in conjunction with an exchange (the subject of this segment)

When I make an exchange, I typically buy what is called “E-plus”. This is available to purchase during the 5 days following an exchange.  What it does is to allow you tomanually change your exchange to a different location, unit size and/or date should you need to or should you want a location that you find more interesting than your first exchange. You can do up to three E-plus re-trades.

Let me share my personal experience with ePlus re-trades. Last year I wanted to spend a week on the Big Island of Hawaii following my two weeks at the SOK. I put in a request and got a match into a 1 BR at the Kona Coast II. But the check in date was not perfect. It was off by one day. This was something that I could live with if I had to but I preferred to have a check-in date that would perfectly line up with my SOK reservation. So I manually checked on a frequent basis for other alternatives. After a few weeks I found the perfect check in date and used one of my three re-trades to book the better date.  A few weeks later, I happened to find a larger unit, a 2 BR that was available at the perfect date. So, I used my second re-trade.

One strategy of exchanging is to “nail down” something acceptable, even if it isn’t the perfect choice and then use thee-Plus re-trade to improve on that exchange.   I had a deposit that was expiring in the first week of January 2017 and I wanted to travel to Scottsdale after the expiration, in the period from mid­ January to end of February 2017. I booked a reservation within my deposit expiration (from December 30 2016 to January 6 2017). That is, I “nailed down” something that I could live with. Then over the next month, I did manual searches and found a late January date that I exchanged into using ePlus. If my plans needed to be changed, I still have two more ePlus exchanges available and I can now select a date as far out as December 2017 (a year after my first exchange and almost a year after my initial deposit expired).

Summary of benefits of ePlus:

  1.  Allows up to three re-trades for one nominal fee (currently $54)
  2.  Allows you to “nail down” an acceptable but not perfect exchange so that you can do your travel planning and making flight reservations which continuing to  search for  other alternatives
  3. Allows you the opportunity to make short-notice change to a premier resort. I have noticed availability at some of the Hawaiian Marriott, Westin and Hyatt resorts that show up with check in dates that are only a few days away. If a person had a lesser exchange, and the dates lined up well, this would give them a chance to do a nice last-minute upgrade.
  4. ePlus can potentially extend your expiration date on your exchange.  Ifyou book an exchange and buy ePlus, you can look outward in time by up to a year from your initial exchange date. So, for example, you had aDecember 1, 2016 exchange, you could manually look with the eplus outward in time until December 1, 2017.
  5. Plus is almost like an insurance policy. If something comes up where you find that you cannot travel (e.g., a medical issue or family emergency or life event), you can do an ePlus re-trade further in the future to a period when you can once again travel.

Some drawbacks of ePlus:

  1.  ePlus is limited to doing manual searches. It is not possible to continue with an on-going request once the first exchange is made.
  2. There is an important 59 day window on your first exchange.  If do an ePlus re-trade that is within 59 days of your exchange check-in date, you will be limited to doing searches that are only 59 days into the future. So, when you are getting close to that important time window, it may make sense (especially if you aren’t committed to using that exchange) to consider executing an ePlus re-trade to avoid that 59 day restriction.If you do get stuck with that restriction, you CAN use your ePlus retrades to extend your time period by 59 days at a time, for up to 177 days until check in of your last ePlus re-trade.

 

How to use Interval International (ii) to exchange your Sands of Kahana week

(Copyleft protects this document.  You are free to copy and distribute this document but not change it.)

  1. The basics
  2. Making a manual exchange
  3. Placing an on-going request
  4. Using e-Plus in conjunction with an exchange

I really enjoy staying at the Sands of Kahana. It is a beautiful location. I really enjoy coming to the SOK every-other-year for two weeks.  I have exchanged my SOK unit only once. When I did an SOK exchange, I exchanged for a 2 BR at the Pointe at Poipu on Kauai. But I have made over two dozen exchanges (and counting) with my other (non-SOK) units. Also, I find for a variety of reasons that my non-SOK units make more sense for exchange purposes. But there may come a time when I cannot use my two weeks and would be interested in exchanging them.

In order to make exchanges through Interval, you will need to have an account with them. If you have never exchanged your SOK unit and do not have an account, you will need to contact Interval and set up the account. BTW, your account has to be paid up through your intended exchange travel date.

The next step, if you intend to trade your SOK unit for another destination, is to make sure that your SOK maintenance fee is paid. For example, if your use year begins January 2017 (and you have used or plan to stay at the SOK in 2016) and you intend to exchange your 2017 entitlement, you need to pay the 2017 maintenance fee.

The third step is to call Soleil/Consolidated and tell them that you want them to deposit your 2017 week into Interval. In the past, you could do this yourself, including choosing the reservation date. However, a few years ago the procedure changed. Now, Soleil/CRM chooses the week to be deposited/assigned (on your behalf). They will give you a reservation date and number.

The fourth step is to do a manual search or to place an on going request with I’ll explain the differences briefly here and will go into more detail, including the pros and cons in the next communication.

With a manual search, you enter your SOK reservation information (res number and check in date) and then you manually look at the inventory that is currently available for exchange. You may see units that are bigger or smaller than the SOK unit that you are exchanging. Basically – – if you can see it you can book it. When you book it, you will be required to pay ii an exchange fee.

An on going request is a request that you place with ii, where you have listed the timeshare resorts to which you potentially want to travel and the desired travel dates. When you place a request, you will be required to pay an exchange fee in advance. If you ultimately do not complete your exchange and/or you cancel it, you can get a refund of the exchange fee. With an on-going request, you can request any location you want and a unit size up to (but not larger) than your home SOK unit size (1BR, 2BR, 3BR).

You can request any time period from 60 days in the future all the way up to two years from your SOK home reservation date.

In the next segment, I’ll go into more detail on manual exchanges.

How to use Interval International (ii) to exchange your Sands of Kahana week

(Copyleft protects this document.  You are free to copy and distribute this document but not change it.)

This is the continuation of a short article on how to exchange using Interval International (ii).  It is written for someone who has little to no experience doing an exchange and is broken into four sections:

Firsttime- jitters – If you have never done an exchange, it is likely to seem un-nerving the first time. I was afraid that I would make a mistake and would either book something that I didn’t want or would lose my deposited week. But after you have done it once or twice, you’ll realize how easy it really is. Also, you can use the back arrow button up to the point of when you are required to enter your credit card number. So, if you have not yet entered a credit card number, you can still back out or reverse what you were doing.  I do all of my exchanges on-line.   But it is possible for a small extra fee to do it over the telephone with a human at the other end. Perhaps the first time that you do an exchange, you may find it reassuring to have an ii representative helping you.

With your SOK deposit into ii, it is possible to manually search for exchanges within the available inventory. When Soleil/CRM deposited your SOK unit into ii, it is similar to you depositing a fresh $100 bill in the bank. You are very unlikely to ever see that same $100 bill again, but it has a value for exchange purposes. The deposit is valid for two years from the check-in date of the unit that CRM deposited on your behalf. So, if they deposited a Sept 1, 2016 unit for you, you can search for exchanges all the way out to Sept 1, 2018. For an additional fee, you can also extend that date range when necessary. Sometimes people new to exchanging wonder if it is necessary that in order to go to, sayPalm Desert, that ii needs to find someone who owns in Palm Desert that wants to specifically go to the SOK. That is not necessary and actually is somewhat unlikely. The Palm Desert owner is likely to want to go to some other location but it doesn’t matter to you because you just need them to deposit their unit.

The pros and cons of a manual search. The biggest pro is that you have the potential to book a unit that is bigger than the one you deposited or in a more highly rated resort. For locations with a lot of timeshares (e.g., Lake Tahoe, Ca.; Palm Desert, Ca.; Sedona, Az.; Las Vegas, NV; Brans on, Mo; Orlando, FL; Williamsburg, VA) it  is often fairly easy to  simply get on-line and book what you want.   Several times I have deposited what is called an “efficiency” unit and ended up manually exchanging it for a one or even a 2 BR unit. This inventory is constantly changing. So if you don’t see what you are looking for today, look again tomorrow or the next day.

The con to doing a manual search is you are generally seeing what is left over after all of the on-going requests have been satisfied. So, in a sense, they are the left-overs. So if you are seeking a hard-t o-get timeshare or seeking in a high demand period, you may not see anything in the manual search mode.

Doing a manual search. In order to do a manual search, here are the steps that you would take:

  1. Log on to ii
  2. Click on the tab called Exchange
  3.  Enter the location with which you are interested. That is, enter a single destination, search all locations (this is my preferred way of searching) or use the map. For the next steps, let’s assume that you have clicked on “Search all Locations”.
  4. Enter your desired travel dates. I prefer to enter a wide range of dates rather than requesting too narrow of a range. I have read that narrow date ranges sometimes omit valid inventory. So, I will often plug in a date range of today through the expiration of my deposit in order to see everything that is available. When I look at the results, they are in sequence of check in date, so it is fast and easy to scan through them.
  5. You will now be taken to a page where you can see “My Units”. You should see your SOK unit as an “Unredeemed Deposit” that includes the details of the deposit (i.e., check-in date, unit size, expiration date). Click on “Vacation Exchange”
  6. You will now see the Search results. If you had clicked on Search all locations, you will see all of the areas of the world that are currently in inventory. Click on a location such as Phoenix, Az. It will show you all of the units that are available for exchange.
  7. If you see something of interest, click on the Exchange box. This will take you to a series of screens confirming that you want to proceed. You will have 18 minutes to go through these screens. It will show you specific information on the kitchen, bedrooms, bathrooms, Air conditioning (if applicable), and any special fees or taxes (if applicable). Ultimately you will be asked to enter a credit card number. Once you have done this, you are committed. But up until that point on time you can safely back out of the transaction. 8. After you have booked your unit, you will be sent a confirmation. It is very wise to double check everything on the confirmation to make sure that it is exactly what you wanted. If you made a mistake, you have 24 hours to call ii and cancel the reservation.
  8. After you have booked your unit, you will be sent a confirmation. It is very wise to double check everything on the confirmation to make sure that it is exactly what you wanted. If you made a mistake, you have 24 hours to call ii and cancel the reservation.
  9. Importance of doing your homework. There are four general resort classes: Elite, Gold (which is what SOK is), Silver, and no-rating. Elite and gold are generally the best and the no-rating resorts the lowest. I usually spend some time researching the resorts that I enter to make sure that it has everything that I may consider important (for example, washer/dryer, air conditioning, free parking, full kitchen, etc.). When you are in the ii directory, you can see the amenities and the ranking of the resort. You can also click on Member Ratings. If you see four or five circles, the timeshare is highly rated. If you see fewer, then the resort is lower rated. In addition to this “short-hand” way of checking out a resort, you may want to go to Tripadvisor.com and look at the individual reviews for the various resorts. This research is necessary to avoid unwanted surprises later.

In the next segment, I will cover how to set up an on-going request.

How to use  Interval International (ii) to exchange your Sands of Kahana week

(Copyleft protects this document. You are free to copy and distribute this document but not change it.)

This is a short article on how to exchange using Interval International (ii). It is written for someone who has little to no experience doing an exchange and is broken into four sub-articles:

  1. The basics
  2. Making a manual exchange
  3. Placing an on-going request (the subject of this sub-article)
  4. Using e-Plus in conjunction with an exchange

If you have never placed an on-going exchange request or done a manual search, it is likely to seem daunting the first time. But after you have done it once or twice, you’ll realize how easy it really is. I do both manual searches as well as on-going requests on-line. But it is possible for a small extra fee to place an on-going request over the telephone with a human at the other end. That is something to consider doing your first time, especially if you are uncomfortable doing things on-line.

There is a good video available on “How to make a Request” on the ii site under the Community Exchange tab. If you haven’t seen it, it is worth watching. To view it, log on to Interval’s site and either go to the first post(message #1) of the thread in the Exchange sub-forum called “How to place a request” or go to the video library and click on that same title.

There is also a brand new and similar YouTube video from Interval on this same subject:

https://www.youtube.com/watch?v=n4OwlU-5_R8

Pros and cons of placing an on-going request. There are a couple of Pros to placing a request:

  1. Best chance of getting your desired exchange, especially if you are requesting a location where the demand is high and the supply is fairly limited.
  2. Does not require you to manually look daily to see new inventory
  3. Works very well with requests of timeshares that make large “bulk” deposits a few times a year. Those people who have in-place requests have a very high chance of getting their exchange at those times.

The drawback is that you can only request a unit that has the same bedroom capacity as what you deposited. So if you have a 1 BR SOK unit, you can only request another 1 BR unit for exchanging. (In a later article, I will show you how you can sometimes use what is called ePlus to upgrade to a larger unit). Another drawback is that the request process forces you to do advance planning. Some people find this difficult personally or because of job demands and school schedules.

Exchange inventory generally begins to show up about a year before the check in date. But this vari es. Some resort owners (like Kona Coast on the Big Island) can deposit perhaps 18 months in advance.  On the other end of the spectrum, you will find a few people who have delayed depositing their unit until   lat er. If you want to maximize your chance of a successful exchange match, it is best to put your request in at least a year in advance. That will give you access to the largest amount of inventory.  While it cannot hurt to request something with a shorter lead time, keep in mind that when you are down to say, 2 months, that perhaps 95 percent of the inventory available for exchange has already been placed.

When you place a request, you will be required to pay an exchange fee inadvance. If you ultimately do not complete your exchange and/or you cancel it,you can get a refund of the exchange fee).

To place an on-going search request, first log on to your Interval Account. Then follow these steps:

  1. Click on the Exchange Tab.
  2. Then click on “My units”. This will take you to a page where you will seeyour SOK deposit. It will say “Unredeemed Deposit” next to your deposit along with its expiration date.
  3. Click on the box that says “Place request”. This will take you to a page where you select what you want in terms of unit size (bedrooms),Kitchen facilities, etc. For some locations where you know that there is a high demand and perhaps limited supply, you may find it advantageous to request a smaller unit than you have deposited. This will “stack the deck” in your favor. Also, make sure that you do your homework and don’t do something like require a kitchen at a location where the units do not have kitchens, etc.
  4. After you have selected your requirements, click continue. This will take you to a page where you will enter your desired exchange location and travel range. For the exchange location, I usually plug in the three letter resort code, but you can also just type in a general location (e.g., Orlando) where it will pull up a list of all of the resorts at that location. You can then click on the specific resorts that you are targeting. As you enter the resort codes, keep in mind that you really need to have done research on those resorts so that you are not selecting a resort with which you may ultimately not be happy with. It is possible to simply select a location (e.g., The Big Island, Hawaii) but itwill request ALL timeshares in that location, including both higher and lower ranked timeshare. That could lead to some unpleasant surprises if you get matched to something that may be substandard. Once a match has been found, ii will send you an email indicating that your exchange has been made. You only have 24 hours from when the email is sent to call on the telephone and cancel. (Make sure that the email doesn’t go into your Spam folder). I once made a mistake on a request and was confirmed to a wrong date range. I quickly called ii and had them cancel it (no charge).

In the next segment, I will cover ePlus and how it may be useful to you and some pitfalls to avoid.

How to use Interval International (ii) to exchange your Sands of Kahana  week

(Copyleft protects this document. You are free to copy and distribute this document but not change it.)

This is a short article on how to exchange using Interval International (ii). It is written for someone who has little to no experience doing an exchange and is broken into four sub-articles:

  1. The basics
  2. Making a manual exchange
  3. Placing an on-going request
  4. Using e-Plus in conjunction with an exchange (the subject of this segment)

When I make an exchange, I typically buy what is called “E-plus”. This is available to purchase during the 5 days following an exchange.  What it does is to allow you tomanually change your exchange to a different location, unit size and/or date should you need to or should you want a location that you find more interesting than your first exchange. You can do up to three E-plus re-trades.

Let me share my personal experience with ePlus re-trades. Last year I wanted to spend a week on the Big Island of Hawaii following my two weeks at the SOK. I put in a request and got a match into a 1 BR at the Kona Coast II. But the check in date was not perfect. It was off by one day. This was something that I could live with if I had to but I preferred to have a check-in date that would perfectly line up with my SOK reservation. So I manually checked on a frequent basis for other alternatives. After a few weeks I found the perfect check in date and used one of my three re-trades to book the better date.  A few weeks later, I happened to find a larger unit, a 2 BR that was available at the perfect date. So, I used my second re-trade.

One strategy of exchanging is to “nail down” something acceptable, even if it isn’t the perfect choice and then use thee-Plus re-trade to improve on that exchange.   I had a deposit that was expiring in the first week of January 2017 and I wanted to travel to Scottsdale after the expiration, in the period from mid­ January to end of February 2017. I booked a reservation within my deposit expiration (from December 30 2016 to January 6 2017). That is, I “nailed down” something that I could live with. Then over the next month, I did manual searches and found a late January date that I exchanged into using ePlus. If my plans needed to be changed, I still have two more ePlus exchanges available and I can now select a date as far out as December 2017 (a year after my first exchange and almost a year after my initial deposit expired).

Summary of benefits of ePlus:

  1.  Allows up to three re-trades for one nominal fee (currently $54)
  2.  Allows you to “nail down” an acceptable but not perfect exchange so that you can do your travel planning and making flight reservations which continuing to  search for  other alternatives
  3. Allows you the opportunity to make short-notice change to a premier resort. I have noticed availability at some of the Hawaiian Marriott, Westin and Hyatt resorts that show up with check in dates that are only a few days away. If a person had a lesser exchange, and the dates lined up well, this would give them a chance to do a nice last-minute upgrade.
  4. ePlus can potentially extend your expiration date on your exchange.  Ifyou book an exchange and buy ePlus, you can look outward in time by up to a year from your initial exchange date. So, for example, you had aDecember 1, 2016 exchange, you could manually look with the eplus outward in time until December 1, 2017.
  5. Plus is almost like an insurance policy. If something comes up where you find that you cannot travel (e.g., a medical issue or family emergency or life event), you can do an ePlus re-trade further in the future to a period when you can once again travel.

Some drawbacks of ePlus:

  1.  ePlus is limited to doing manual searches. It is not possible to continue with an on-going request once the first exchange is made.
  2. There is an important 59 day window on your first exchange.  If do an ePlus re-trade that is within 59 days of your exchange check-in date, you will be limited to doing searches that are only 59 days into the future. So, when you are getting close to that important time window, it may make sense (especially if you aren’t committed to using that exchange) to consider executing an ePlus re-trade to avoid that 59 day restriction.If you do get stuck with that restriction, you CAN use your ePlus retrades to extend your time period by 59 days at a time, for up to 177 days until check in of your last ePlus re-trade.
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