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

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

3. 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 ®

4. 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.

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. Management Plan
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

14. Insurance POHA Insurance Agent - Arthur J Gallagher
For certificate of Insurance call:
Contact: Carla Lazenby:
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.

15. 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

16. 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.

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

18. 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

19. 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 x1204

20. 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

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

22. Feedback
Feedback?