Pickard Oaks Homeowners’ Association, Inc. Annual Meeting December 7, 2015

Meeting Agenda Introductions 2015 Year in Review Financial Report and Budget Election of Directors Property Manager’s Report Other Business

Introduction 2015 Board Members: Property Manager - CAS: Art Sherwood - President George George Hua Liu Yilun Shi Property Manager - CAS: Todd Petherbridge AMS ® CMCA ®

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.

Reviewing 2015

A Special Thanks The Board very much appreciates the initiative and efforts of Jodi Ohletz and Betsy Newlon, who organized the first ever Pickard Oaks Oktoberfest.

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 Use the House Check form (Police) Trouble? – CALL 911

Parking

Parking and Rules Do not block mailboxes Parking on the streets must be minimized, or the Town will have to implement one side parking The streets of Pickard Oaks may not be used for long-term storage (i.e., more than two weeks) Each home has a garage and driveway, providing enough space for at least two cars.  -- But don’t block sidewalks As there is limited street parking for cars of homeowners each unit is allocated parking rights on the street for no more than one vehicle

Maintenance Activities - 2015 Painted “A” 22 units Baker Roofing Roof inspection and repairs on all “A” units Mailbox inspection and maintenance Volleyball court maintenance Cleaned gutters Dog facility management Front yard focus for improving appearance

Landscape Service John Sands 919.730.5954 2015 Projects: Installed plantings to define property lines Fertilized signature oak trees at entrance Installed sod in troubled front yards Pruning and maintenance of new trees

Dues Status & Sales As of November 30, 2015 the total delinquencies were $497.00 This is less than .0038% of total annual dues. There have been 7 sales in 2015 and 1 unit is under contract – 303 Charleston. There are no homes currently for sale.

Financial Report 2015 Monthly Expenses, Per Unit: Admin/Prof. Expenses 2015 Budget Projected Actual Admin/Prof. Expenses $ 4 $ 2 Landscaping and Grounds $ 65 $ 67 Insurance and Termites $ 29 Management Fees $ 17 Repairs and Maintenance, Utilities $ 16 Sinking Fund Obligation $ 40 $ 42 TOTAL $171 $173

2016 Budget Monthly Expenses, Per Unit: Admin/Professional Expenses $ 3 Landscaping and Grounds $ 66 Insurance and Termites $ 29 Management Fees $ 17 Repairs/Maintenance/Utilities Sinking Fund (Privacy fences, painting, roofs & gutters, and barn) $ 42 TOTAL $174

The Board Expiring Directors – Thank You! Art Sherwood Hua Liu Open (1 year term) Nominations for Board of Directors Nominations from the floor Election

Management Plan - 2016 Continuous home inspection service (porch, steps, mailboxes, pickets, screens, entrance lighting) Improve driveway separator appearance - MUST BE WATERED BY OWNER Painting and Roof maintenance of “B” units Community Rules – Educate and enforce homeowner obligations Serious fines for rules violation 2 horseshoe pits Improved access to homeowner accounts and community information === pickardoaks.org ===

Insurance POHA Insurance Agent - Arthur J Gallagher For certificate of Insurance call: 704.602.3827 The POHA insurance covers structural damage, subject to a $5000 deductible (which is the homeowners responsibility). Your personal insurance: Insure your home contents and betterments.

Committees Seeking Volunteers for: Garden Steward Social Gatherings Neighborhood Watch Facebook Editor

Neighborhood Watch We need active neighborhood feedback for 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 RULE: No exterior changes without Board approval

Friendly Reminders Dogs – Clean up after your pet. Carry away waste to YOUR trash can Window Screens are required Water the driveway separators and “fragile” bushes, plants, & trees

Communication www.pickardoaks.org Attend Neighborhood events Frequently, talk with your neighbors Update your e-mail address with CAS 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

Feedback Feedback?