Pickard Oaks Homeowners’ Association, Inc. Annual Meeting December 3, 2018

Meeting Agenda Introductions 2018 Year in Review Financial Report and Budget Election of Directors Property Manager’s Report Other Business

Introduction 2018 Board Members: Property Manager – CAS: ` Carrie Anne Orlikowski - President James Spaeth - Vice President George George - Treasurer Charles Berlin – Secretary 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, then the police will individually check your house

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, because the streets are very narrow Minimize on street parking, or the town will implement one side parking to accommodate fire engines, etc. 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

Trash and Recycle Carts On collection day (Tuesday), place cart(s) behind the curb, away from mailboxes, and where a collector can conveniently get to it. Make sure that the cart placement does not create a hazard to pedestrians or traffic. For cart repairs or replacement, call 919.969.5100. All solid waste… must be brought to the curb before 6 am on the collection day. Remove cart(s) from the street by 7 pm on your collection day… Out of sight. Solid waste services are typically suspended on the following holidays: New Year’s Day, Independence Day, and Christmas Day. Services may also be suspended on the day after Halloween. Never block parking

Maintenance Activities - 2018 Mailbox inspection and maintenance Volleyball court maintenance monthly Installed new Volleyball Net Cleaned gutters (4 times) Repaired Bat Houses Dog facility management Front yard focus for improving appearance Patio Door inspections Storm water pond maintenance

Landscape Service John Sands 919.730.5954 2018 Projects: Removed and replaced tree at the corner of Bluefield and Charleston Fertilized and pruned signature oak trees at entrance, as well as new trees Inspected and maintained storm pond Special pruning for security of windows

Dues Status & Sales As of November 30, 2018 the total delinquencies were $1005. This is 0.72% of total annual dues. Late fee of $20 is applied on the last day of the month due There have been 3 sales in 2018, very few. 105 Bluefield $262,000 311 Charleston $280,000 317 Charleston $294,000

Financial Report 2018 Monthly Expenses, Per Unit: Admin/Prof. Expenses 2018 Budget Projected Actual Admin/Prof. Expenses $ 2 $ 3 Landscaping and Grounds $ 66 $ 67 Insurance and Termites $ 37 $ 33 Management Fees $ 18 Repairs and Maintenance, Utilities $ 19 Sinking Fund Maintenance $ 42 $ 43 TOTAL $183

2019 Budget Monthly Expenses, Per Unit: Admin/Professional Expenses $ 2 Landscaping and Grounds $ 67 Insurance and Termites $ 36 Management Fees $ 18 Repairs/Maintenance/Utilities Sinking Fund (Privacy fences, painting, roofs, gutters & drains, home restoration, and barn) $ 47 TOTAL $188

The Board Expiring Directors – Thank You! James Spaeth George George Sarahn Wheeler Nominations for Board of Directors Nominations from the floor Election (3 Open Seats) Benjamin Anderson Hui Yan

Management Plan - 2019 Implement online access to homeowner accounts and community information Community inspection (exteriors and common) Note: Porch and deck approved paint color is SW3518 “Hawthorne” or similar Improve driveway separators, plantings Community Rules – Educate and enforce homeowner obligations Serious fines for rules violation Continue to 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 the POHA deductible of $5,000. Your insurance form is HO-6.

Insurance Examples Among the types of loss included in the policy 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 and mud slide 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

Block Party Thank you for planning and managing an exceptionally successful community picnic in October. We are hoping for another next year, PLEASE Charles Berlin Wendy and Alan Fuller Ashley Miller and Ben Anderson Angela Pungello Betsy Newlon

Neighborhood Watch pickardoaks.org Know your neighbors 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 (Tuesday) Keep your property neat, even in back Report needed repairs to the Property Manager, 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 will install screens during gutter cleanings if asked Water the driveway separators and “fragile” bushes, plants, & trees Observe parking rules

Communication www.pickardoaks.org Attend Neighborhood events Talk with your neighbors 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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