pickard oaks home owner’s association mtg. december 5, 2011 pickard oaks homeowners’...
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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 [email protected]
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 [email protected]
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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