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State of the River Bank Woods HOA Annual Meeting January 22, 2008 Mike Morgan President, River Bank...

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State of the State of the River Bank Woods HOA River Bank Woods HOA Annual Meeting Annual Meeting January 22, 2008 January 22, 2008 Mike Morgan Mike Morgan President, River Bank Woods President, River Bank Woods HOA HOA
Transcript

State of theState of theRiver Bank Woods River Bank Woods

HOAHOA

Annual MeetingAnnual MeetingJanuary 22, 2008January 22, 2008

Mike MorganMike MorganPresident, River Bank Woods HOAPresident, River Bank Woods HOA

2

Welcome and THANK YOU for comingWelcome and THANK YOU for coming Current River Bank Woods HOA Board of Current River Bank Woods HOA Board of

DirectorsDirectors Mike Morgan, PresidentMike Morgan, President Amy Nolasco, Vice PresidentAmy Nolasco, Vice President Teresa Bettac, Secretary Teresa Bettac, Secretary THANK YOU!! (term THANK YOU!! (term

expiration)expiration) Samer Beidas, Treasurer Samer Beidas, Treasurer THANK YOU!! (term THANK YOU!! (term

expiration; up for re-election)expiration; up for re-election) Jina Ames, DirectorJina Ames, Director

Management CompanyManagement Company

Laura Poole, Community ManagerLaura Poole, Community Manager HOA meetingsHOA meetings

Quarterly: Winter, Spring, Summer, and FallQuarterly: Winter, Spring, Summer, and Fall Tonight: Annual Meeting and ElectionTonight: Annual Meeting and Election

IntroductionIntroduction

(LMA)

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OverviewOverview Action Items / Hot Topics / Issues / Concerns / Special ProjectsAction Items / Hot Topics / Issues / Concerns / Special Projects

The RBW HOA BoD logs all items in a spreadsheet and works The RBW HOA BoD logs all items in a spreadsheet and works to close each ASAP.  If you have an item or status, please e-to close each ASAP.  If you have an item or status, please e-mail Mike Morgan mail Mike Morgan [email protected]..

Status:Status:    32 Open32 Open        0 Re-opened0 Re-opened    25 On-going25 On-going    11 Not Started11 Not Started199199 Closed Closed267 Items Total267 Items Total

Loudoun Management AssociatesLoudoun Management Associates CommitteesCommittees

Communications CommitteeCommunications Committee Activities CommitteeActivities Committee Architectural Review Committee (ARC)Architectural Review Committee (ARC) Neighborhood Watch CommitteeNeighborhood Watch Committee

River River BankBank Woods - Finances Woods - Finances Contracts / Community ServicesContracts / Community Services UpdatesUpdates Goals for 2008; and BottomlineGoals for 2008; and Bottomline Q&AQ&A

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Dave Ciccarelli, PresidentDave Ciccarelli, President Laura Poole, Community ManagerLaura Poole, Community Manager LMA is Loudoun County-based and specializes in smaller HOAs.LMA is Loudoun County-based and specializes in smaller HOAs. We worked with Cardinal Management Group for a smooth and We worked with Cardinal Management Group for a smooth and

successful transition to LMA.successful transition to LMA. We moved to a quarterly schedule for HOA dues, and quarterly invoices We moved to a quarterly schedule for HOA dues, and quarterly invoices

instead of coupon books.instead of coupon books. Quarterly homeowners dues invoice ($60/month x 3 months = Quarterly homeowners dues invoice ($60/month x 3 months =

$180/quarter)$180/quarter) ***New Payment Address******New Payment Address***

HOA dues payments should be mailed to:HOA dues payments should be mailed to:River Bank Woods HOARiver Bank Woods HOAP.O. Box 64412P.O. Box 64412Phoenix, Arizona 85082-4412Phoenix, Arizona 85082-4412

***New Account Numbers******New Account Numbers*** Effective immediately, all owners have been assigned new account Effective immediately, all owners have been assigned new account

numbers. You new account number is listed on the 4th Quarter numbers. You new account number is listed on the 4th Quarter statement. Please do not use your old account number on checks statement. Please do not use your old account number on checks or other forms of payment. Please write your account number on or other forms of payment. Please write your account number on your check or money order. If you have any questions, please your check or money order. If you have any questions, please contact LMA at 540-751-1888, Fax 540-751-1899, Toll Free 866-contact LMA at 540-751-1888, Fax 540-751-1899, Toll Free 866-LMA-1890.LMA-1890.

Thank you for your understanding and patience as we transitioned Thank you for your understanding and patience as we transitioned from Cardinal Management Group to Loudoun Management from Cardinal Management Group to Loudoun Management

Associates (LMA)!Associates (LMA)!

(LMA)

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Communications CommitteeCommunications Committee Web site Web site www.riverbankwoods.net

Thank you Paul Kang for handling domain name registration, web hosting, Thank you Paul Kang for handling domain name registration, web hosting, and e-mail administrationand e-mail administration

Mike Morgan, webmasterMike Morgan, webmaster E-mailE-mail

Mike MorganMike Morgan PresidentPresident [email protected] NolascoAmy Nolasco Vice PresidentVice President [email protected] BettacTeresa Bettac SecretarySecretary [email protected] BeidasSamer Beidas TreasurerTreasurer [email protected] AmesJina Ames DirectorDirector [email protected]

E-mail distribution listE-mail distribution list For periodic updates and remindersFor periodic updates and reminders Please e-mail Please e-mail [email protected] to be added to the River to be added to the River

Bank Woods e-mail distribution listBank Woods e-mail distribution list NewsletterNewsletter

Quarterly: Winter, Spring, Summer, and Fall; after 1/4ly HOA meetingQuarterly: Winter, Spring, Summer, and Fall; after 1/4ly HOA meeting Thank you Teresa Bettac, SecretaryThank you Teresa Bettac, Secretary Help Wanted! Make that HELP NEEDED!Help Wanted! Make that HELP NEEDED!

DirectoryDirectory If you are not in the current directory, an updated directory will be If you are not in the current directory, an updated directory will be

published and distributed. Please complete, sign, and return the published and distributed. Please complete, sign, and return the Neighborhood Directory Information Sheet. We really want to get all 78 Neighborhood Directory Information Sheet. We really want to get all 78 homes in the Directory!!!homes in the Directory!!!

White mailboxesWhite mailboxes Sandwich boardsSandwich boards

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THANK YOU for a very FUN and SUCCESSFUL 4th Annual River Bank Woods Spring/Summer Fling, held June 10th at the Tot Lot and Play Area off of River Oaks Drive in RBW Section II

Amy Nolasco for planning and making it all happen Jenni & Tom Aprahamian for hosting the party in the backyard shade of their

beautiful home Tom Aprahamian & Owen Nolasco for working the grill Mike Morgan for arranging the annual visit from Sterling Volunteer Fire

Department (SVFD) heroes, “Tanker 618”, and the NEW!“Tower 611” Jeannie Willoughby for arranging for the ice cream and bottled water Everyone who helped with set-up, name tags and Sharpies, grills, tables,

chairs, food, drinks, clean-up, etc And THANK YOU to everyone for attending and bringing side dishes and

desserts!

Activities CommitteeActivities Committee

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Halloween Get-TogetherHalloween Get-Together A BIG THANK YOU goes to the Landry Family for A BIG THANK YOU goes to the Landry Family for

hosting the RBW HOA Halloween Get-Together. hosting the RBW HOA Halloween Get-Together. The food was great and it was fun to see all the The food was great and it was fun to see all the Halloween costumes. If you were unable to attend Halloween costumes. If you were unable to attend this time, please mark your calendar for next year.this time, please mark your calendar for next year.

THANK YOU Jina Ames for organizing the 4THANK YOU Jina Ames for organizing the 4thth Annual Annual River Bank Woods Community Garage SaleRiver Bank Woods Community Garage Sale

BUNCO – Thank you Jina Ames!BUNCO – Thank you Jina Ames! Poker Night – Thank you Jina!!Poker Night – Thank you Jina!! Ladies Night Out?Ladies Night Out? PlaydateS at the Tot Lots and Play Areas?PlaydateS at the Tot Lots and Play Areas? Neighborhood Clean-up?Neighborhood Clean-up? Activities Committee meetingActivities Committee meeting

Discuss how to gain more leadership and participation, build Discuss how to gain more leadership and participation, build community, etc.community, etc.

Plan activities & eventsPlan activities & events In or near River Bank WoodsIn or near River Bank Woods Leverage Loudoun County activities and eventsLeverage Loudoun County activities and events

Help Wanted!Help Wanted!

Activities Committee cont’dActivities Committee cont’d

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Architectural Review Architectural Review Committee (ARC)Committee (ARC) Architectural Modification Request Application Architectural Modification Request Application

(AMRA) review and approval process - and (AMRA) review and approval process - and process for Architectural/Covenants violationsprocess for Architectural/Covenants violations Thank you:Thank you:

Teresa Bettac, SecretaryTeresa Bettac, Secretary Samer Beidas, TreasurerSamer Beidas, Treasurer Jina Ames, DirectorJina Ames, Director Amy Nolasco, Vice PresidentAmy Nolasco, Vice President

Architectural StandardsArchitectural Standards Thank you:Thank you:

Teresa Bettac, SecretaryTeresa Bettac, Secretary Amy Nolasco, Vice PresidentAmy Nolasco, Vice President

Monthly ARC Walkthrough of RBW Sections I & Monthly ARC Walkthrough of RBW Sections I & IIII

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ARC cont’dARC cont’dThe River Bank Woods HOA Covenants / Bylaws / Rules & The River Bank Woods HOA Covenants / Bylaws / Rules & Regulations require an application and approval process for exterior Regulations require an application and approval process for exterior home improvements, and the approval becomes part of the unit file home improvements, and the approval becomes part of the unit file that Loudoun Management Associates keeps for each home in River that Loudoun Management Associates keeps for each home in River Bank Woods.Bank Woods.

Modifications/enhancements must be on file when you sell your Modifications/enhancements must be on file when you sell your home.  This has been the process even when Toll Brothers was the home.  This has been the process even when Toll Brothers was the declarant-controlled Board of Directors.  The following is posted on declarant-controlled Board of Directors.  The following is posted on the the www.riverbankwoods.org home page and “Docs & Forms” page, home page and “Docs & Forms” page, and it has been in most River Bank Woods newsletters.and it has been in most River Bank Woods newsletters.

"Catch Up and Plan Ahead""Catch Up and Plan Ahead"Please "Catch Up and Plan Ahead" for exterior home improvements.Please "Catch Up and Plan Ahead" for exterior home improvements.

Please use the Architectural StandardsPlease use the Architectural Standardsto complete anto complete an

Architectural Modification Request Application (AMRA)Architectural Modification Request Application (AMRA)Anyone wishing to add or make changes to their property such as Anyone wishing to add or make changes to their property such as landscaping, decks, patios, storm doors, etc. must, along with obtaining all landscaping, decks, patios, storm doors, etc. must, along with obtaining all necessary permits, submit an AMRA prior to beginning any construction. necessary permits, submit an AMRA prior to beginning any construction.

Applications are available via download at Applications are available via download at www.riverbankwoods.orgwww.riverbankwoods.org under under “Documents”“Documents”

Please submit completed applications to Teresa Bettac, Secretary, River Bank Please submit completed applications to Teresa Bettac, Secretary, River Bank Woods, at 20667 Forest Overlook Court, or Loudoun Management Associates Woods, at 20667 Forest Overlook Court, or Loudoun Management Associates (LMA)(LMA)

NOTE:  If you have made such improvements without getting an AMRA approved, NOTE:  If you have made such improvements without getting an AMRA approved, please take this opportunity to seek approval.  Please catch up and, going forward, please take this opportunity to seek approval.  Please catch up and, going forward, plan ahead.plan ahead.

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THANK YOUTHANK YOU Jina Ames, Director, River Bank Woods HOA Board of Jina Ames, Director, River Bank Woods HOA Board of Directors, for planning and organizing the RBW Neighborhood Directors, for planning and organizing the RBW Neighborhood Watch Committee!Watch Committee!

SignsSigns MeetingsMeetings Block CaptainsBlock Captains

WANTED!: BLOCK CAPTAINS; to volunteer, please contact Jina Ames at WANTED!: BLOCK CAPTAINS; to volunteer, please contact Jina Ames at [email protected]@riverbankwoods.org.

PatrolsPatrols Informal Informal Formal patrol schedule Formal patrol schedule BackpacksBackpacks

Crime ReportCrime Report From our assigned Deputy, Loudoun County Sheriff’s Office (LCSO)From our assigned Deputy, Loudoun County Sheriff’s Office (LCSO) , Crime , Crime

Prevention UnitPrevention Unit AlertsAlerts

From LCSO; from Loudoun County Public Information Office (PIO) From LCSO; from Loudoun County Public Information Office (PIO) www.riverbankwoods.orgwww.riverbankwoods.org and RBW e-mail distribution list and RBW e-mail distribution list

Specific RBW safety & security issues/concernsSpecific RBW safety & security issues/concerns It is best to keep your vehicles in your garage, and your garage

doors closed! If you have questions regarding the River Bank Woods Neighborhood If you have questions regarding the River Bank Woods Neighborhood

Watch Committee, please contact Jina Ames at Watch Committee, please contact Jina Ames at [email protected]@riverbankwoods.org

Neighborhood Watch Neighborhood Watch CommitteeCommittee

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River River BankBank Woods Woods Transferred Fund$Transferred Fund$

from Homeowners’ Equity to Reserve Fundfrom Homeowners’ Equity to Reserve Fund Smith Barney AccountsSmith Barney Accounts

Reviewed Investment$ Reviewed Investment$ Improved Rate$ of Return Improved Rate$ of Return Laddered list of CDs Laddered list of CDs Smith Barney CDs Smith Barney CDs

2008 Annual Budget2008 Annual Budget Thank you Laura Poole, LMA and Samer Beidas, Thank you Laura Poole, LMA and Samer Beidas,

TreasurerTreasurer HOA member fees holding at $180 per quarterHOA member fees holding at $180 per quarter

Considered:Considered: Reserve Study by Mason & MasonReserve Study by Mason & Mason

Conducted in 2004Conducted in 2004 Finalized in 2005Finalized in 2005

Detailed financial review of 2007Detailed financial review of 2007 Operational actuals Operational actuals planned 2008 expenses planned 2008 expenses

Required 2008 assessment revenue against planned 2008 expensesRequired 2008 assessment revenue against planned 2008 expenses Financial modelingFinancial modeling

Audit and Tax ServicesAudit and Tax Services Goldklang, Cavanaugh & Associates, P.C.Goldklang, Cavanaugh & Associates, P.C.

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Landscaping & Maintenance: J.D. Lawn ServiceLandscaping & Maintenance: J.D. Lawn Service

Snow Removal: VDOTSnow Removal: VDOT

Trash & Recycling: AAA Trash & RecyclingTrash & Recycling: AAA Trash & Recycling Please do not put your trash or recycling bin at the curb until Please do not put your trash or recycling bin at the curb until

6 p.m. the evening before pick-up day6 p.m. the evening before pick-up day Please remember that trash and recycling bins should not be Please remember that trash and recycling bins should not be

in front of your house except on pick-up day! Please keep in front of your house except on pick-up day! Please keep them garaged and out-of-site. Help keep our neighborhood them garaged and out-of-site. Help keep our neighborhood looking great!looking great!

Insurance: NationwideInsurance: Nationwide

Attorney on retainer: Todd Sinkins of Rees Broome, PC; to Attorney on retainer: Todd Sinkins of Rees Broome, PC; to assist the RBW HOA BoD with the following, and as assist the RBW HOA BoD with the following, and as necessary:necessary: Review of bylaws, rules & regulations, guidelines/standards, Review of bylaws, rules & regulations, guidelines/standards,

forms, documents, processes, policies & proceduresforms, documents, processes, policies & procedures Architectural/Covenants violationsArchitectural/Covenants violations

Contracts / Community Contracts / Community ServicesServices

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UpdatesUpdates Toll Brothers Bond ReleaseToll Brothers Bond Release

Toll Brothers bond release items are complete from an HOA Toll Brothers bond release items are complete from an HOA perspectiveperspective

The RBW HOA BoD will get copies of bond release documents The RBW HOA BoD will get copies of bond release documents from Loudoun County / VDOTfrom Loudoun County / VDOT

Great Falls Plaza Animal Hospital & Great Falls Plaza Great Falls Plaza Animal Hospital & Great Falls Plaza Clock Tower (cell tower)Clock Tower (cell tower)

Verizon FiOSVerizon FiOS

Mailbox PaintingMailbox Painting

Power Washing HomesPower Washing Homes

Water Alert! Mandatory Water Restrictions (please Water Alert! Mandatory Water Restrictions (please see slide notes)see slide notes)

Great Falls Chase HOA swimming pool memberships Great Falls Chase HOA swimming pool memberships for max 50 River Bank Woods householdsfor max 50 River Bank Woods households

Rivercrest HOA swimming pool memberships (max 10 Rivercrest HOA swimming pool memberships (max 10 outside memberships; i.e., not exclusive to RBW) and outside memberships; i.e., not exclusive to RBW) and Rivercrest Riptide swim teamRivercrest Riptide swim team

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Trash Can StorageTrash Can Storage Trash cans are to be stored away from the front of Trash cans are to be stored away from the front of

the house. Trash cans should not be visible when you the house. Trash cans should not be visible when you drive down the street. The proper storage of your drive down the street. The proper storage of your trash can was part of the original document you trash can was part of the original document you signed when you purchased your home. You will be signed when you purchased your home. You will be cited and eventually fined if you ignore this cited and eventually fined if you ignore this guideline. A row of trash cans as motorists drive guideline. A row of trash cans as motorists drive down our streets is not the first thing we want our down our streets is not the first thing we want our guests or potential buyers to see.guests or potential buyers to see.

Snow AlertSnow Alert VDOT is responsible for all snow removal from our VDOT is responsible for all snow removal from our

streets. Neighbors need to shovel all sidewalks. streets. Neighbors need to shovel all sidewalks. Please make it safe for our students and everyone to Please make it safe for our students and everyone to walk. Please be sure our students do not have to walk. Please be sure our students do not have to walk in the street to catch the school bus. Shovel walk in the street to catch the school bus. Shovel your sidewalk!your sidewalk!

Updates cont’dUpdates cont’d

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River Bank TrailRiver Bank Trail HIGH-LEVEL PROJECT DESCRIPTION:HIGH-LEVEL PROJECT DESCRIPTION:

Safety: Walkers, runners, and bikers are currently in great Safety: Walkers, runners, and bikers are currently in great danger of getting struck by vehicles traveling along River Bank danger of getting struck by vehicles traveling along River Bank Street.Street.

Pedestrian and bicycle facilities: “River Bank Trail” – Pedestrian and bicycle facilities: “River Bank Trail” – Approximately one-third (1/3) mile of pedestrian and bicycle Approximately one-third (1/3) mile of pedestrian and bicycle trail (consisting of concrete sidewalk since it would be in the trail (consisting of concrete sidewalk since it would be in the VDOT right-of-way (ROW) along River Bank Street (Rte 2270) VDOT right-of-way (ROW) along River Bank Street (Rte 2270) to safely connect Rivercrest HOA (385), River Bank Woods to safely connect Rivercrest HOA (385), River Bank Woods HOA (78 homes), and Lowes Point HOA (35 homes) to the HOA (78 homes), and Lowes Point HOA (35 homes) to the existing “Algonkian Trail” sidewalk/trail system along existing “Algonkian Trail” sidewalk/trail system along Algonkian Parkway (Rte 1582).Algonkian Parkway (Rte 1582).

STATUS:STATUS: Mike Morgan, President, River Bank Woods HOA, is working with Shiva Mike Morgan, President, River Bank Woods HOA, is working with Shiva

Chen, Rivercrest HOA to obtain a sidewalk along River Bank Street. We Chen, Rivercrest HOA to obtain a sidewalk along River Bank Street. We have had correspondence and meetings with representatives for the have had correspondence and meetings with representatives for the Loudoun County Department of Management & Financial Services, Loudoun County Department of Management & Financial Services, Office of Transportation Services (OTS), and Sugarland Run District Office of Transportation Services (OTS), and Sugarland Run District Supervisor Mick Staton. We hope to obtain primary and secondary Supervisor Mick Staton. We hope to obtain primary and secondary funding through the SAFETEA-LU program, developer/builder proffers funding through the SAFETEA-LU program, developer/builder proffers and/or local gas tax revenue. Obtaining funding through a SAFETEA-and/or local gas tax revenue. Obtaining funding through a SAFETEA-LU grant will be a long and complex process. We submitted our LU grant will be a long and complex process. We submitted our preliminary SAFETEA-LU grant application in April. It was considered preliminary SAFETEA-LU grant application in April. It was considered at a Transportation/Land Use Committee meeting in May. The at a Transportation/Land Use Committee meeting in May. The committee recommended the project for public hearing in July. There committee recommended the project for public hearing in July. There was a public hearing and vote by the Loudoun County Board of was a public hearing and vote by the Loudoun County Board of Supervisors in July to submit our SAFETEA-LU grant application to Supervisors in July to submit our SAFETEA-LU grant application to VDOT. The final, modified/enhanced grant application was submitted to VDOT. The final, modified/enhanced grant application was submitted to Loudoun County on October 16th. Loudoun County will submit our Loudoun County on October 16th. Loudoun County will submit our application to VDOT on November 1st. The grant applications will be application to VDOT on November 1st. The grant applications will be reviewed, and then discussed at a VDOT meeting next May, and awards reviewed, and then discussed at a VDOT meeting next May, and awards will be made in July, and contracts and funding will be available fall of will be made in July, and contracts and funding will be available fall of 2008 at the earliest. In the meantime, Supervisor Staton, Chair, 2008 at the earliest. In the meantime, Supervisor Staton, Chair, Transportation/Land Use Committee, is working with OTS to determine Transportation/Land Use Committee, is working with OTS to determine the cost of a feasibility study for the proposed walkway. the cost of a feasibility study for the proposed walkway.

VDOT sent a letter confirming that they received our SAFETEA-LU grant VDOT sent a letter confirming that they received our SAFETEA-LU grant application. Mike Morgan and Shiva Chen will discuss w/ new application. Mike Morgan and Shiva Chen will discuss w/ new Sugarland District Supervisor Susan Buckley (Loudoun County Board of Sugarland District Supervisor Susan Buckley (Loudoun County Board of Supervisors).Supervisors).

Updates cont’dUpdates cont’d

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Goals for 2008Goals for 2008 Continued management & leadership and communicationContinued management & leadership and communication

Finance, Budget, AccountingFinance, Budget, Accounting Contracts / Community ServicesContracts / Community Services Action Items / Hot Topics / Issues / Concerns / Special ProjectsAction Items / Hot Topics / Issues / Concerns / Special Projects Communications CommitteeCommunications Committee Activities CommitteeActivities Committee Architectural Review Committee (ARC) / Architectural Architectural Review Committee (ARC) / Architectural

StandardsStandards Neighborhood Watch CommitteeNeighborhood Watch Committee

In order to:In order to: Provide community servicesProvide community services Maintain/enhance property valuesMaintain/enhance property values Build communityBuild community

BottomlineBottomline The State of the RBW HOA is STRONGThe State of the RBW HOA is STRONG We would like to We would like to build communitybuild community through the: through the:

Communications CommitteeCommunications Committee Activities CommitteeActivities Committee Neighborhood Watch Committee / Block CaptainsNeighborhood Watch Committee / Block Captains

to make the RBW HOA to make the RBW HOA STRONGERSTRONGER


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