pickard oaks home owner’s association mtg. december 5, 2011 pickard oaks homeowners’...

Pickard OaksHome Owner’s Association Mtg.

December 5, 2011

Pickard OaksPickard OaksHomeowners’ Homeowners’ Association, Inc. Association, Inc. Annual MeetingAnnual Meeting

December 2, 2013December 2, 2013

Meeting Agenda

Introductions

Insurance Policy

2013 Year in Review

Financial Report and Budget

Property Manager’s Report

Election of Two Directors

Other Business

Introduction

Board Members: Tarek Azhari - President George George Adam Haggerty Christine Khoury Hua Liu

Property Manager – Community Association Services, Inc. Todd Petherbridge AMS ® CMCA ®

HOA Mission

The mission of the Pickard Oaks Homeowners Association is to maintain and improve the value of our real estate investment, within a friendly and comfortable upscale neighborhood.

Insurance Policy

BJ FinnertyTwo Morrocroft Centre

4064 Colony Road, Suite 450

Charlotte,  NC  28211-3784

Direct 704.602.3806 

Fax 704.362.1997 

www.ajgrms.com

Arthur J. Gallagher Risk Management Services, Inc.

For Certificate of Insurance please call or email Carla at 704.602.3806 or Carla_Lazenby@ajg.com

Landscape Service

John Sands 919.730.5954 2013 Projects:

Installed plantings to define property lines near

Driveway plantings scheduled - December Planted Red Buds throughout the community Rejuvenation pruning of bushes and hedges Pruned trees throughout Community Fertilized signature oak trees at entrance

Maintenance Activities - 2013

Continued to replace rotted bottom risers of front steps with PVC

Completed staining and repair of all privacy fences Repaired roof boots (pipes) Touched up (paint) front steps throughout the

community Mailbox maintenance Pest control contract on entrance lights because of

lighting failure

Dues Status & Sales

As of December 1, 2013, the total delinquencies were $1875 with one prior owner significantly delinquent

This is less than 1.5% of total annual dues There has been very little turnover this year,

only 5 sales Remember the 5% pre payment option

(Contact Todd for details.)

Financial Report

2013 Monthly Expenses, Per Unit:

2013

Budget

Projected Actual

Admin/Prof. Expenses $ 5 $ 3

Landscaping and Grounds $ 64 $ 64

Insurance and Termites $ 18 $ 23 *

Management Fees $ 16 $ 17

Repairs and Maintenance, Utilities

$ 17 $ 18

Capital Reserve Obligation $ 40 $ 40

TOTAL $160 $165

2014 Budget

Monthly Expenses, Per Unit:

Admin/Professional Expenses $ 4

Landscaping and Grounds $ 65

Insurance and Termites $ 24

Management Fees $ 17

Repairs/Maintenance/Utilities $ 17

Major Maintenance Sinking Fund (Painting; Roofs; Gutters; Privacy Fences; Barn)

$ 40

TOTAL $167

Management Plan - 2014

Mailbox & Picket maintenance program Improve driveway separator plantings - MUST BE

WATERED BY OWNER Swale improvement program to control erosion Tree replacement program Conduct audit of HOA books Rules – Educate and enforce homeowner

obligations Remove Barn, accommodating Special Use Permit

Barn currently

Current SUP - Barn

Possible SUP Revision

Special Use Permit is town requirementRemove barnExpand community garden and fenceTransfer square feet from barn to

community gardenMake water and tool shed availableInstall dog park

The Board

Outgoing Directors – THANK YOU! Christine Khoury Hua Liu

Nominations for Board of Directors, Elected: Hua Liu Arthur Sherwood

Committees

Seeking Volunteers for:Garden StewardSocialNeighborhood Watch

Homeowner Expectations

Report irregular activities or trespassing: Call 911

Help your neighbor by moving/protecting newspapers, packages

Keep trash and recycle cans OUT OF SIGHT WATER driveway separators and other

“fragile” bushes, plants, & trees Keep your property neat No exterior changes without approval

Friendly Reminders

Trash/Recycle Cans - Put away out of sight, by end of pickup day

Dogs – Clean up after your pet. Carry away waste to YOUR garbage can

Window Screens are required Insurance Agent - Arthur J Gallagher For Certificate of Insurance

call 704.602.3806

Neighborhood Watch

We need active neighbor feedback for property value improvement

Specific advice is posted on the Pickard Oaks Website – pickardoaks.org

Be alert, insure your home contents and betterments. Leave an inside light on.

Keep your doors, windows, and cars locked Trouble? – Call 911

Communication

Safety and Security – Call 911 Talk with your neighbors, frequently Update your email address with CAS E-Mail Todd at CAS todd@casnc.com

Call if you don’t have e-mail919.403.1400 ext. 1204

Todd will communicate with the Board 24 Hour CAS Emergency number

919.403.1400 option 3

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