Pickard Oaks Homeowners’ Association, Inc. Annual Meeting December 4, 2017

Meeting Agenda Introductions 2017 Year in Review Financial Report and Budget Election of Directors Property Manager’s Report Other Business

Introduction 2017 Board Members: Property Manager - CAS: Carrie Anne Orlikowski - President George George - Treasurer Hua Liu James Spaeth Sarahn Wheeler Property Manager - CAS: Todd Petherbridge AMS ® CMCA ® 919.403.1400 .1204 Todd@casnc.com

POHA 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.

Security Safety and Security – CALL 911 Specific security advice is posted on the Pickard Oaks Website – pickardoaks.org Be alert. Leave an inside light on Keep your doors, windows, and cars locked Alarm systems are a good idea Away? Use Police “House Check” form

Parking and Rules Do not block mailboxes; this is a post office regulation Do not block trash and recycle containers - which should be staged on the curb, not the street Minimize parking on our streets, or the town will implement one side parking The streets of Pickard Oaks may not be used for storage (over two weeks) of vehicles or any other items Each home has a garage and driveway, providing enough space for at least two cars.  -- Don’t block sidewalks

Maintenance Activities - 2017 Painted “C” 20 units Baker Roofing roof inspection and repairs on all “C” units Stained divider fences Mailbox inspection and maintenance Volleyball court maintenance Cleaned gutters (3 times) Dog facility management Front yard focus for improving appearance Improved mulching process/quality

Landscape Service John Sands 919.730.5954 2017 Projects: Installed plantings to define property lines Fertilized signature oak trees at entrance Pruned and nurtured new trees Widened mulch bed at front entrance Inspected and maintened storm pond

Dues Status & Sales As of November 30, 2017 the total delinquencies were $197. This is 0.014% of total annual dues. Late fee of $20 is applied on the last day of the month due There have been 3 sales in 2017. 213 Bluefield $275,000 218 Bluefield $298,000 319 Charleston $300,000

Financial Report 2017 Monthly Expenses, Per Unit: Admin/Prof. Expenses 2017 Budget Projected Actual Admin/Prof. Expenses $ 2 $ 1 Landscaping and Grounds $ 66 Insurance and Termites $ 32 Management Fees $ 18 Repairs and Maintenance, Utilities $ 19 Sinking Fund Maintenance $ 42 TOTAL $178

2018 Budget Monthly Expenses, Per Unit: Admin/Professional Expenses $ 2 Landscaping and Grounds $ 67 Insurance and Termites $ 35 Management Fees $ 18 Repairs/Maintenance/Utilities Sinking Fund (Privacy fences, painting, roofs & gutters, and barn) $ 43 TOTAL $183

The Board Expiring Directors – Thank You! Carrie Anne Orlikowski Hua Liu Nominations for Board of Directors Nominations from the floor Election (2 Open Seats) Jim Fletcher Charles Berlin Amy Watson Briceno

Management Plan - 2018 Improve online access to homeowner accounts and community information Community inspection (porches, mailboxes, pickets, screens, entrance lighting, and landscaping) Porch and deck approved paint color is SW3518 “Hawthorne” or similar Improve driveway separator appearance Community Rules – Educate and enforce homeowner obligations Serious fines for rules violation Prune for security and appearance Comply with the town Special Use Permit

Insurance POHA Insurance Agent - Arthur J Gallagher For certificate of Insurance call: 704.602.3826 Contact: Carla Lazenby: carla_lazenby@ajg.com The POHA insurance covers structural damage, subject to a $5,000 deductible (which is homeowner responsibility). Your personal insurance: You must insure your home contents, betterments, and POHA deductible of $5,000. Your insurance form is HO-6.

Insurance Examples Types of loss that are included but not limited to in the policy form are the following, SUBJECT TO THE DEDUCTABLE: Wind: damage to part of the building from tornado or strong thunderstorm Water damage from frozen pipe or broken water heater Hail damage to roof Fire, if the fire damages the building Theft: part of building gets stolen (Copper from ac units has been stolen from time to time.) Water sewer backup: damage to the interior part of the building from back up sewer drain

What Insurance Does Not Cover Flood Earthquake Wind driven rain: We don’t cover interior water damage from rain unless there is damage to the exterior part of the building first.  An opening must be created by wind or falling tree, etc.  Frequently denied claims have resulted from caulking that has not been maintained and has worn out, allowing water to seep through openings that have resulted from wear and tear on the caulking, etc.

Committees Seeking Volunteers for: Garden Steward Social Gatherings Neighborhood Watch Recreation Coordinator

Neighborhood Watch We need active neighborhood feedback for security and property value improvement Be alert Specific security advice is posted on the Pickard Oaks website – pickardoaks.org Trouble? – CALL 911

Homeowner Expectations Help your neighbor by moving/protecting newspapers, and packages Keep both trash cans OUT OF SIGHT except on the day of pickup Keep your property neat, even in back Report needed repairs in a timely manner Rule: NO exterior changes (appearance or structure) without Board approval -- Call Property Manager 919.403.1400 x1204

Friendly Reminders Dogs – Clean up after your pet. Carry away waste to YOUR trash can Window Screens are required: HOA would install screens during gutter cleanings Water the driveway separators and “fragile” bushes, plants, & trees Observe parking rules

Communication www.pickardoaks.org Attend Neighborhood events Talk with your neighbors regularly and frequently Update your e-mail address and cell phone number with CAS (For emergency) E-Mail Todd at CAS todd@casnc.com Call if you don’t have e-mail 919.403.1400 ext. 1204 Todd will communicate with the Board 24 Hour CAS Emergency number 919.403.1400 option 3

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