trilogy at tehaleh’s welcome committee orientation slides

Lifestyle ManagerPaula Roe

Executive ChefDino Cruz

Director of Food and Beverage

Doug Anderson

Facilities Manager Robert Pickering

Club ManagerJason Kamada

Blue Star Resort & Golf PresidentTim Steckbeck

Responsibilities: BLUE STAR RESORT OPERATIONS

Seven Summits Lodge Staffing

The Mantel Lodge Five‐Acre Grounds Amenities – Pickle Ball Lifestyle Programming

Just Some of the Clubs

MyTrilogyLife.com (MTL)

Use MTL to:Find upcoming events and activitiesRegister for events

Almost everything you need to know about Trilogy at Tehaleh is found on MTLLog In and explore!

On MyTrilogyLife.comMore Fun Stuff > Photo GalleryEmail Lifestyle Director any fun club or event photos you would like to share

Photo Gallery

MORE FUN STUFF

PHOTO GALLERY

Collects members’ dues of $271.56 / month• $69.00 to Whitman, $27.00 to Tehaleh,$175.56 to SSL

• Online Access = My.ManagementTrust.com Financial Accounting Member ARC Applications Conducts Neighborhood Compliance Reviews Answers member questions / field complaints Prepares / distributes community announcements

Key CC&R / RDG elements

The Management Trust Company (TMT)WHITMAN COMMUNITY Association

Angie Orr, General Manager

The Management Trust CompanyTehaleh Owners Association (TOA)

Master Association–Newland/Brookfield Dues = $27.00/month (maintenance of common areas)

Trail system

MyTehaleh.com

Barry Cunningham President

Ian McGrady‐BeachVice President

Josh Heimlich Director at Large

Ronda O’BrienDirector at Large

Ginger Shields Secretary

Sherry Custer‐HeenTreasurer

(appointed and non‐voting member)

Whitman Community Association

Shea Board Members Homeowners Elected for Two Year Terms

Homeowners association (WCA) on MTL

HOA

HOA

Community

Overview - Important contacts (Management Trust Staff, Board of Directors, Security & After Hour Emergencies)

News - Email blasts from Management Trust

Minutes - WCA's Board meeting minutes

Documents - Association governing documents, budgets, financials, reserve studies, and the Board calendar of meetings.

Governing Documents

By‐LawsCovenants, Conditions & Restrictions (CC&Rs)Residential Design Guidelines (RDGs)Community Membership Terms & Conditions

Maintenance of common areasYonder & Trilogy signKnoll ParkTrail entrancesNeighborhood entrances

Front Yard Maintenance Irrigation Repairs

Responsibilities

WCA RESPONSIBILITIES

CC&R and RDG ComplianceHOA MeetingsCommittee Administration

Whitman Revenue (2021)

Monthly dues of $69 / home½ of 1% of the home sales price at closing$300 reserve fee at home closing

Why do we need Emergency Response Teams?Our neighbor, Mt. RainierOur forest fire threatOur earthquake threat

Trilogy Emergency Response Teams (TERT)

What is TERT?

TERT applies when multiple homes and members are affected by an emergency event and 911 response is not available

TERT is an organization of volunteer homeowners who want to be prepared if an emergency occurs

What TERT teams do

Gather emergency supplies at a central area for each area and at TERT Central

Provide experience and training for:

Safety First Aid/Medical

Communications Rescue Pets and Special Needs

Benefit from neighbor’s compassion and consideration

TERT on MTL

TERT

Clubs

•ARC•Budget & Finance•Community Service Activities (Trilogy Serves)

•Documents Review•Landscape•Welcome

Whitman Community Association Committees

Educate community on CC&Rs, RDGs and appeals processSupport homeowners’ application submittals and questionsReview and approve applications for architectural and landscaping changesAnnual review of Residential Design Guidelines

Architectural Review Committee (ARC)

During community development the committee

has:

2 Board Members(1 Shea/1 Resident)

1 Board‐appointed Consultant

2 Homeowners

Chair:Employee

from Management Trust

Budget and Finance Committee

Assist TMT and Board of Directors (BOD) inFinancial reportingBudgeting Cash management

Review monthly financial statementsMaintain fiscally sustainable reserve fundReview capital expendituresPresent proposed budget to BOD and members

Community Service Activities Committee

Connecting residents with local service/nonprofit organizations

serving disadvantaged populations

What the committee does

•Provide Trilogy residents with local volunteer, donation and fund‐raising events information. This includes a “Meet the Non‐Profits” presentation at the Lodge.

•Organizes major events for the community to rise funds and collect donations for one or more non‐profits.

•Conducts pop‐up events to help fulfill short term needs for a local organization (e.g. shoes, peanut butter, suitcases).

Feed &

Read

Building Beyond the

Walls

Share the

Cheer

Bingo 4

KidsBaby’sFirst

Xmas

Landscape Committee

Assist with oversight of landscape service contractor work on installation and ongoing maintenance of Association landscapingAssist in developing/revising recommended landscaping service levelsAssist with review of landscape maintenance contract/Scope of workAssist with solicitation and review of bids for landscape maintenance contract.

Welcome Committee

Serve as ambassadors for Whitman Community Association (WCA) Meet and greet new membersOrganize and lead New Homeowners Orientation Program

Trilogy Communication

Trilogy at Tehaleh Directory

Private within our Community Updated and posted on Nextdoor monthly

A Final word from your HOA

Why did you move to Trilogy?Use the community around youVolunteerQuestions not answered

We look forward to seeing you around the neighborhood…

Kim AllenKaren Buck Colleen DeJongTena KilroyCarmen LombardoJennifer Marquardt

Colleen McKeeConnie PeggMary Lee SherwoodGinger Shields– Board Liaison

Thank You for coming!

Glossary for Whitman Community Association

• WCA – Whitman Community Association (our HOA) – HOA for Trilogy• TOA – Tehaleh Owners Association (our community’s master association)• Shea – Builder of homes in Trilogy / Declarant in CC&Rs• Newland/Brookfield – Developer of Tehaleh / Declarant in Tehaleh CC&Rs• The Management Trust (TMT) – Both WCA’s and TOA’s management

company • ARC – Architectural Review Committee• Trilogy Serves – Community Service Activities Committee for WCA• HOA – Homeowners Association (WCA for Trilogy, TOA for Tehaleh – we are

members of both HOAs)• Bluestar – Management company for Seven Summits Lodge (and a

subsidiary of Shea)• Seven Summits Lodge (SSL) – WCA is the member; residents are sub‐

members. It is not owned by the WCA or by residents.• TERT – Trilogy Emergency Response Teams

These governing documents should be consulted by all homeowners:• RDGs – Residential Design Guidelines• CC&Rs – Covenants, Conditions and Restrictions