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

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

3. Introduction 2015 Board Members: Property Manager - CAS:
Art Sherwood - President
George George
Hua Liu
Yilun Shi
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. Reviewing 2015

6. 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.

7. 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

8. Parking

9. 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

10. 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

11. 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

12. 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.

13. 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

14. 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

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

16. Management Plan
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 ===

17. Insurance POHA Insurance Agent - Arthur J Gallagher
For certificate of Insurance call:
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.

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

19. 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

20. 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

21. 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

22. Communication www.pickardoaks.org
Attend Neighborhood events
Frequently, talk with your neighbors
Update your address with CAS
Todd at CAS
Call if you don’t have
ext. 1204
Todd will communicate with the Board
24 Hour CAS Emergency number
option 3

23. Feedback
Feedback?