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

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

3. 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 ® `

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, then the police will individually check your house

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, 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

7. 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
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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. Management Plan
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

15. 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 the POHA deductible of $5,000. Your insurance form is HO-6.

16. 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

17. 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.

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

19. 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

20. 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

21. 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 x1204

22. 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

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

24. Feedback
Feedback?