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1 Annual Meeting 1/27/2014

1 Annual Meeting 1/27/2014. Agenda Welcome Responsibilities of Board Officers Nominations Treasurer’s Report State of the HOA 2013 Accomplishments

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Page 1: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

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Annual Meeting1/27/2014

Page 2: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

Agenda

Welcome Responsibilities of Board Officers Nominations Treasurer’s Report State of the HOA 2013 Accomplishments 2014 Planned Events Homeowners Responsibilities Elections Door Prizes Questions

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Page 3: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

HOA Board of Directors Chairman* – Ed Diego President* – Dave Bryner Director* – Darrin Atlas Secretary - Sheila Milburn Treasurer – Kathy Younger

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Committee Chairs

Ed Diego: BOD

Kathy Younger: Finance

Dave Bryner: Grounds

Darrin Atlas: Architectural Control

Sheila Milburn: Communications

Page 4: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

HOA Board Responsibilities

Chairman Preside over meetings Field homeowner complaints Tree removal / Contracts

President Landscaping County issues Builder issues

Director Nominations committee chair Architectural committee chair

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Page 5: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

HOA Board Responsibilities

Treasurer Collect assessments Settlement/House Sales Pay bills Maintains financial records

Secretary Record meeting minutes Schedule meeting rooms Assemble agenda

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Page 6: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

Nominations and Election

Homeowners wishing to hold office Short brief of why the homeowner would like to

serve on the Board

Voting by ballot Positions up for election

Board of Directors Members (3 positions) Staggered Terms: 3, 2, 1 Those elected will decide the positions

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Page 7: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

2013 Treasurer’s Report

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Beginning Balance (1/1/2013) $27,917.00

Income $76,602.00

Subtotal $104,519.00

Expenses $33,899.00

Ending Balance (12/31/2013) $70,621.00

Clifford Howard
Get with Jon to make sure a complete record is done.
Page 8: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

2012 Treasurer’s Report

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Income Expenses TotalBeginning Balance: 1/1/2013 $ 34,485.41 Dues/Fees Collection $ 51,898.00 BLAP payments $ - $ 51,898.00 Subtotal $ 86,383.41 Common Area (equipment, trees, fence) $ 29,291.51 Lawn Care $ 18,494.00 HOA Insurance $ 4,832.00 SMECO $ 3,351.37 Tree Removal $ 990.00 Vacant House Upkeep $ 470.00 Misc General Supplies (web hosting, Yard sale, postage) $ 453.16 Bank Fees $ 284.00 National Night Out $ 638.00

$ 58,804.04 Ending Balance: 12/31/2013 $ 27,579.37

Page 9: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

2014 Budget

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Income Expenses TotalBeginning Balance $ 70,621.00 Dues/Fees Collection $ 70,000 Subtotal $ - 140,621.00Expenses $ Common Area (mulch, maintenance, tree removal) $ 9,000.00 Lawn Care 18,000.00 HOA Insurance $ 5,200.00SMECO $ 3,200.00Attorney/Court Costs $ 5,000.00Bookkeeping $ 1000.00 Misc General Supplies (web hosting, Yard sale, postage) $ 453.16 Attorney/Court $ 284.00 National Night Out $ 850.00

$ 58,804.04 Ending Balance: 12/31/2013 $ 27,579.37

Page 10: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

Expenses

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Expense 2009 2010 2011 2012 2013 2014 Budget Lawncare $ 17,851.00 $ 19,972.00 $ 18,280.00 $ 18,494.00 $ 14,375.00 $ 18,000.00 Street Lights $ 3,200.00 $ 3,053.92 $ 3,221.53 $ 3,353.00 $ 2,972.00 $ 3,200.00 Insurance $ 3,959.00 $ 3,925.00 $ 3,933.00 $ 4,832.00 $ 5,117.00 $ 5,200.00 Administration $ 555.00 $ 423.43 $ 385.00 $ 268.00 $ 1,852.00 $ 2,000.00 Tree Removal $ 1,800.00 $ 650.00 $ 3,290.00 $ 990.00 $ - $ 3,000.00 Vacant Lot Care $ - $ - $ 726.00 $ 470.00 $ 50.00 $ 300.00 National Night Out $ - $ 705.50 $ 226.75 $ 811.00 $ 388.00 $ 850.00 Common Area $ - $ - $ 21,637.00 $ 29,292.00 $ 3,190.00 $ 6,000.00 Website $ - $ 1,580.04 $ 110.00 $ 240.00 $ 272.00 $ 270.00

Returned Checks $ 131.00 $ 70.00 $ - $ 284.00 $ - $ -

Post Office $ 70.00 $ 70.00 $ 85.00 $ 85.00 $ 88.00 $ 90.00 HOA Meetings $ - $ 100.00 $ 100.00 $ 100.00 $ 200.00 Attorney/Court Fees $ 2,350.00 $ - $ - $ - $ 3,343.00 $ 5,000.00 Income Tax Prep $ 250.00 $ 250.00 $ - $ - $ - $ 200.00 Bookkeeping Fees $ - $ - $ - $ - $ 1,193.00 $ 1,000.00 Computer & Software $ - $ - $ - $ 887.00 $ 200.00 Misc $ 14,745.00 $ 28,354.58 $ 72.00 $ 2,000.00

$ 47,510.00 Stormwater Repair $ 50,000.00

Total Expenses $ 44,911.00 $ 59,054.47 $ 51,994.28 $ 59,034.00 $ 33,899.00 $ 97,510.00

Page 11: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

FY 2014-2015 Dues

Annual Dues: $151 upcoming fiscal year Fiscal Year: July 1, 2014 to June 30, 2015

Payment schedule is as follows: June 1st dues notice mailed July 1st payment is due July 15th is the final cutoff day to avoid late fee ($10)

Please notify the treasurer by June 7th if you have not received a dues notice.

*Note: Not receiving bill by mail does not relieve your payment responsibilities.

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Need Info

Page 12: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

State of the HOA Architectural

Fences 2 requested and approved 1 request to raise an existing fence above 6 foot limit was

disapproved

Decks (3 requested and approved) Front Portico (1 requested and approved) Sheds (2 requested and approved) Pools (1 requested and approved)

Dues 91% have been collected

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Need Info or Remove

Page 13: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

2013 Accomplishments

New Board Members Dave Bryner: elected to 3-year BOD

term Darrin Atlas: elected to 2-year BOD term Kathy Younger: Treasurer Gary Younger: Web Master Mel Blade: Finance Team

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Need new photo

Page 14: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

2013 Accomplishments Dues:

Hired a bookkeeper 91% Collected Lawsuits filed for small claims and liens Communications Upgrades (Newsletter) New Website www.greenbrierhoa.org New Email list with backup

Entrance: Repainted Entrance Signs Installed Solar Lights

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Page 15: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

2013 Events

National Night Out August 6,2013

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I will a

dd newer pics

Page 16: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

2013 Adverse Events Theft/vandalism of homeowners (homes and

autos) Squatter in vacant home Several homeowner email complaints received Constant speeding complaints Animals at large / Missing General Maintenance (home exterior/lawns) Tires and other Items left on roadside

16RESPECT OUR COMMUNITY

Page 17: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

Storm Water Management Project

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2014 Planned Events

Page 18: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

2014 Planned Events

o Annual Community Yard Sale: June 7th

o Quarterly Meetings: 7 pm Lexington Park Library January 27, 2014 – Annual Meeting, Room B

April 21st: Meeting Room A

July 21st: Meeting Room B

October 20th: Meeting Room B

o National Night Out: August 5th

o November: BOD Finance Meeting

o January 2014 – Annual HOA Meeting

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Page 19: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

Homeowners Responsibilities Be a good neighbor Keep home and surrounding area clean and free

of debris/clutter Pick up after your animals (use leash for walks) Keep grass neatly trimmed (both sides of

sidewalk) Respect your neighbors and their property Notify the BOD of any violations or nuisances you

are unable to resolve Check the website for news and updates Police yourself and be familiar with the covenants

and restrictions of Greenbrier (e.g. No storing of RVs and boats.)

Get approval BEFORE you build (fence, deck, addition, shed, and etc.)

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Page 20: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

Homeowner Involvement

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Volunteers are needed for the following committees: (Sign up sheets at registration desk) Architectural Communications Welcome Committee

Page 21: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

Elections

By written ballot

30January13 21

Page 22: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

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Door Prize Winners Gift Cards were won by the following

attendees: Lowes ($50):

Bed Bath and Beyond ($25)

Golden Corral ($25)

Panera Bread ($25)

*Updated since the meeting

Page 23: 1 Annual Meeting 1/27/2014. Agenda  Welcome  Responsibilities of Board Officers  Nominations  Treasurer’s Report  State of the HOA  2013 Accomplishments

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QUESTIONS AND ANSWERS