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AGENDA SMVE Homeowners Association Special BOD Meeting August 7, 2017 @ 3:30 PM SMVE Clubhouse, 5550 N Paseo Otono, Tucson, AZ 85750 Overview: 1) Call to order at 3:30 PM 2) Approval of Minutes of May 21 Special Board meeting as circulated previously by e-mail. 3) Resident Concerns (15 min) Reports: Reports at this meeting will be very brief 1) President (Guy Scharf) 2) Treasurer (Tammy Eversole) 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business: 1. Transfer $55,000 to Reserve Fund and place into a six-month CD at First Internet Bank of Indiana. 6- month rate is 1.36%; 12-month rate is 1.51%. 2. Resolution regarding security system signs on lots 3. Update Political Signs rule to comply with statute 4. Resolution regarding seasonal lighting and decorations 5. Approve Architectural Design Notes 4:30 Executive Session with attorney Wendy Ehrlich regarding architectural request Adjourn Next meeting is September 18, 2017 Att: Minutes, financials, resolutions, architectural design notes
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AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

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Page 1: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

AGENDASMVE Homeowners Association Special BOD Meeting

August 7, 2017 @ 3:30 PMSMVE Clubhouse, 5550 N Paseo Otono, Tucson, AZ 85750

Overview:

1) Call to order at 3:30 PM

2) Approval of Minutes of May 21 Special Board meeting as circulated previously by e-mail.

3) Resident Concerns (15 min)

Reports:

Reports at this meeting will be very brief

1) President (Guy Scharf)2) Treasurer (Tammy Eversole)3) Recreation, Pools, Tennis (Kip Longan)4) Roads - Paving Status (Guy Scharf)

Unfinished Business:

New Business:1. Transfer $55,000 to Reserve Fund and place into a six-month CD at First Internet Bank of Indiana. 6-

month rate is 1.36%; 12-month rate is 1.51%.2. Resolution regarding security system signs on lots3. Update Political Signs rule to comply with statute4. Resolution regarding seasonal lighting and decorations5. Approve Architectural Design Notes

4:30 Executive Session with attorney Wendy Ehrlich regarding architectural request

AdjournNext meeting is September 18, 2017

Att: Minutes, financials, resolutions, architectural design notes

Page 2: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

Sunrise Mountain View Estates HOA Board of Directors’ Meeting

Clubhouse at 5550 N Paseo Otono May 21, 2017 at 3:30 PM

DRAFT ONLY

BOARD PRESENT: Guy Scharf, Kathy Mitton, Kip Longan, Larry Spencer, Tammmy Eversole (by phone).

HOMEOWNERS PRESENT: None

CALL TO ORDER / VERFIDCATION OF QUORUM: President Scharf called the meeting to order at approximately 3:30 PM, and verified a quorum with 5 Directors present as noted above.

APPROVAL OF MAY 21st Board and Executive Meeting Minutes: Mr. Scharf montioned and Ms. Mitton seconded to approve the minutes as submitted.The motion passed unanimously.

NEW BUSINESS:

ROADS

The Roads Committed recommended the selection of Sunland as our contractor. It was one of two contractors to respond with quotes. The other company was All American but they did not directly address the request and have only been in business 18 months.

ACE did not give a bid stating they needed more time. No other company responded.

There was discussion about the scope of work to be completed this summer:1) Paseo Otono, 33% of Via Sempreverde, and Strada de Acero, or2) The above plus Via Velazquez

The Road Committee is waiting for clarification about timing so they can determine which option to implement this summer given a desire to minimize parking inconvenience to homeowners.

The Road Committee will decide on the scope once the information is in.

Page 3: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

There is enough money in the Capital Reserve to cover both options now.

A motion was made to award the contact to Sunland.The motion passed unanimously.

SIDEWALKS

Prior to the Board meeting Steve Struck provided bid data to Board members via email. The data on bids from Concrete Done with Love (CDWL) and Optimum that were were reviewed.

A question was raised whether sidewalk repair can become a Reserve Study component and capitalized, or if it should be treated as operating expense.

A motion was made by Kathy Mitton to approve $5,000 to repair 18 sidewalk sections.The motion passed unanimously.

Rule Clarification Regarding Cutting Behind Back Walls

A draft clarifying existing rules governing cutting or removing vegetation in common areas was presented.

A motion to adopt the revised rules was made by Larry Spencer.The motion passed unanimously.

PARKING FINES

Guy pointed out he found existing parking fines that were much higher than we was discussed in the May 15th meeting. He proposed changing the parking fines to $20 for the first offense, and $50 for subsequent offenses in a one-year period beginning from the first offense.

A motion was made by Kathy Mitton to adopt the change to fines.The motion passed unanimously.

ADJOURNMENT

The meeting adjourned at 4:00 PM.

Page 4: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

RESOLUTION

Security System Signs

WHEREAS: CC&Rs Section XIII Use Restrictions, Section 15 Signs says "No billboards or advertising signs of any character shall be erected or permitted on any lot, or on any Dwelling Unit thereon ..."

WHEREAS: Home security services frequently wish to place a sign indicating the home has a security system.

RESOLVED: A small sign, 11"x11" or less in size, placed discretely against a wall, is permitted as part of a security system installation. Larger signs or signs placed prominently in a homeowner yard are considered advertising and are not permitted.

Adopted by SMVE Board on xx/xx/2017

RESOLUTION

Seasonal Lighting and Decorations

WHEREAS: CC&Rs Article XIII, Section 11 says: "... no exterior devices or additions, other than initially installed by the Declarant, shall be constructed on the exterior of a Dwelling Unit (including the roof) without the written authorization of the Association."

WHEREAS: Article XII says: "The Architectural Committee shall have the exclusive right, exercisable in its sole discretion, to promulgate and amend written rules and regulations on construction and approve plans, specifications and plot plans"

WHEREAS: Questions have arisen about how long Christmas lights may be kept up.

RESOLVED: Seasonal decorations and lighting may be displayed no more than two (2) weeks prior to a holiday and two weeks following that holiday with the exception of Christmas. Christmas decorations may be displayed immediately following Thanksgiving and removed no later than January 31st.

Adopted by SMVE Board on xx/xx/2017

RESOLUTION

Update Political Signs Rule

WHEREAS: SMVE rule on signs says: “A political sign may not be installed more than thirty days prior to the election.”

WHEREAS: A.R.S. 33-1808 says “seventy-one days”

RESOLVED: SMVE rule will be updated to say “seventy-one” rather than “thirty” days.

Page 5: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

SUNRISE MOUNTAIN VIEW ESTATES HOMEOWNERS ASSOCIATION, INC.

FINANCIAL STATEMENTS FOR THE PERIOD ENDING JUNE 30, 2017

Page 6: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

The financial statements are prepared in accordance with the modified cash basis of accounting. With the exception of recording homeowner dues receivable, prepaid insurance, and deferred homeowner dues received in advance, revenues are recorded when received rather than when promised or earned, and expenses are recognized when cash is disbursed rather than when the obligation is incurred.

The HOA Treasurer prepares monthly reports January through November. Reports are prepared primarily using QuickBooks software provided by HBL, and only using data provided by HBL.

HBL CPAs will prepare December year-end reports just as it has in the past.

The reports that follow are not audited.

Following are the:

1. Balance Sheet2. January - June, 2017 Statement of Revenues and Expenses3. June, 2017 Statement of Revenues and Expenses4. Changes in Fund Balance Report5. January - June, 2017 Actual versus Prorated Budget Report6. June, 2017 Actual versus Prorated Budget Report7. January - June, 2017 Capital Expenditures Report8. January - June, 2017 Operating Budget Dollars Remaining Report

Page 7: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

Accrual Basis

As of June 30, 2017

Sunrise Mountain View Estates Homeowners AssociationBalance Sheet

CAP OPER TOTAL

ASSETS Current Assets

Bank Accounts100 BBVA Compass Checking 1,386.75 $1,386.75101 Chase Bank Checking 58,408.25 $58,408.25102 BBVA Compass Savings 249,126.16 0.00 $249,126.16104 Chase Bank Money Market 31,833.05 $31,833.05111 California First Natl Bank 188,805.88 $188,805.88112 First Internet Bank of Indiana 25,119.56 $25,119.56113 First Internet Bank of Indiana 6 month CD 75,066.89 $75,066.89114 Bank of Internet Checking 126,002.41 $126,002.41115 Bank of Internet Money Market 14,004.60 $14,004.60

Total Bank Accounts $512,998.93 $256,754.62 $769,753.55

Accounts Receivable107 Accounts Receivable 1,200.00 $1,200.00

Total Accounts Receivable $0.00 $1,200.00 $1,200.00

Other Current Assets120 Prepaid Expenses 4,956.90 $4,956.90

Total Other Current Assets $0.00 $4,956.90 $4,956.90

Total Current Assets $512,998.93 $262,911.52 $775,910.45

TOTAL ASSETS $512,998.93 $262,911.52 $775,910.45

LIABILITIES AND EQUITY Liabilities

Current LiabilitiesOther Current Liabilities

210 Prepaid Homeowner Dues

Total Other Current Liabilities

163,725.00 $163,725.00

$0.00 $163,725.00 $163,725.00

Total Current Liabilities $0.00 $163,725.00 $163,725.00

Total Liabilities $0.00 $163,725.00 $163,725.00

Equity300 Fund Balance 451,658.16 83,628.70 $535,286.86310 Transfers 74,000.00 -74,000.00 $0.00Net Income -12,659.23 89,557.82 $76,898.59

Total Equity

TOTAL LIABILITIES AND EQUITY

$512,998.93 $99,186.52 $612,185.45

$512,998.93 $262,911.52 $775,910.45

Page 8: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

January - June, 2017

Sunrise Mountain View Estates Homeowners AssociationStatement of Revenues and Expenses

CAP OPER TOTAL

Income400 Homeowner Dues 2 2 0 , 150 .00 $ 2 2 0 , 150 .00

504 Interest Income 2 , 273 .37 5 4 2 .6 8 $ 2 , 81 6 .0 5

550 Other Income 1 ,7 6 2 .5 0 $ 1 , 76 2 .5 0

Total Income $2,273.37 $222,455.18 $224,728.55

Gross Profit $2,273.37 $222,455.18 $224,728.55Expenses

1 North Pool $ 0 .00

702 North Pool Maintenance 6 ,2 5 7 .3 6 $ 6 , 25 7 .3 6

703 North Pool and Spa Repairs 4 0 3 .7 0 $ 40 3 .7 0

704 North Pool Gas 12 ,4 6 5 .8 4 $ 12 , 46 5 .8 4

705 North Pool Water 2 ,9 8 2 .2 6 $ 2 , 98 2 .2 6

706 North Pool Electric 3 ,6 5 4 .6 5 $ 3 , 65 4 .6 5

722 North Pool Furn & Fixtures 3 ,0 3 9 .7 8 $ 3 , 03 9 .7 8

724 North Pool Security 5 3 7 .5 0 $ 53 7 .5 0

725 North Pool Other 78 2 .4 2 $ 782 .42

Total 1 North Pool 0.00 30,123.51 $30,123.512 South Pool $ 0 .00

802 South Pool Maintenance 4 ,2 9 6 .2 0 $ 4 , 29 6 .2 0

803 South Pool & Spa Repairs 1 ,3 0 5 .1 8 $ 1 , 30 5 .1 8

804 South Pool Gas 4 ,63 5 .9 7 $ 4 , 635 .97

805 South Pool Water 1 ,2 9 2 .8 3 $ 1 , 29 2 .8 3

806 South Pool Electric 2 ,91 4 .0 7 $ 2 , 914 .07

824 South Pool Security 5 3 7 .5 0 $ 53 7 .5 0

825 South Pool Other 80 2 .5 7 $ 802 .57

Total 2 South Pool 0.00 15,784.32 $15,784.323 Common Area $ 0 .00

905 Common Area Water 3 , 165 .04 $ 3 , 165 .04

906 Common Area Electric 4 3 1 .5 3 $ 43 1 .5 3

907 Common Area Telephone 6 5 3 .6 8 $ 65 3 .6 8

908 Common Area Trash Collection 2 4 ,8 5 5 .4 8 $ 2 4 , 85 5 .4 8

910 Landscaping Monthly 14 ,7 4 1 .0 0 $ 14 , 74 1 .0 0

911 Landscaping Extras 1 ,7 7 0 .0 0 $ 1 , 77 0 .0 0

912 Landscaping - Packrat Control 4 ,5 7 0 .0 0 $ 4 , 57 0 .0 0

914 Irrigation System Repairs 6 9 9 .0 0 $ 69 9 .0 0

915 Landscaping Subcontract 13 ,5 8 3 .0 0 $ 13 , 58 3 .0 0

916 Road Repairs and Maintenance 1 ,9 5 8 .9 0 $ 1 , 95 8 .9 0

917 Security 1 ,4 1 0 .0 0 $ 1 , 41 0 .0 0

919 Common Area Other 120 .00 $ 120 .00

Total 3 Common Area 0.00 67,957.63 $67,957.634 Clubhouse $ 0 .00

920 Cleaning 3 ,3 0 7 .0 0 $ 3 , 30 7 .0 0

Total 4 Clubhouse 0.00 3,307.00 $3,307.005 General $ 0 .00

923 Office Supplies 6 6 0 .8 4 $ 66 0 .8 4

924 Postage 4 0 5 .3 4 $ 40 5 .3 4

925 Printing 1 ,0 7 5 .6 5 $ 1 , 07 5 .6 5

926 Meeting Expense 4 0 2 .6 5 $ 40 2 .6 5

927 Admin Support 2 ,35 4 .5 2 $ 2 , 354 .52

928 Bank and Service Charges 2 .37 $ 2.37

930 Insurance 2 ,6 3 3 .8 3 $ 2 , 63 3 .8 3

931 Accounting/Bookkeeping 3 ,6 2 0 .0 0 $ 3 , 62 0 .0 0

932 Legal 2 ,5 0 3 .2 5 $ 2 , 50 3 .2 5

933 Taxes 1 ,4 1 6 .4 5 $ 1 , 41 6 .4 5

934 Fees and Permits 2 5 0 .0 0 $ 25 0 .0 0

935 Other 4 0 0 .0 0 $ 40 0 .0 0

Total 5 General 0.00 15,724.90 $15,724.906 Capital Expenditures $ 0 .00

995 Capital Expenses 1 4 , 93 2 .6 0 $ 14 , 93 2 .6 0

Total 6 Capital Expenditures 14,932.60 0.00 $14,932.60

Total Expenses $14,932.60 $132,897.36 $147,829.96

Net Operating Income $ -12,659.23 $89,557.82 $76,898.59

Net Income $ -12,659.23 $89,557.82 $76,898.59

Accrual Basis

Page 9: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

June 2017

Accrual Basis

Sunrise Mountain View Estates Homeowners AssociationStatement of Revenues and Expenses

CAP OPER TOTAL

Income400 Homeowner Dues 36,691.65 $36,691.65504 Interest Income 382.84 18.28 $401.12

Total Income $382.84 $36,709.93 $37,092.77

Gross Profit $382.84 $36,709.93 $37,092.77

Expenses1 North Pool $0.00

702 North Pool Maintenance 2,470.47 $2,470.47704 North Pool Gas 1,248.37 $1,248.37705 North Pool Water 569.39 $569.39706 North Pool Electric 642.27 $642.27722 North Pool Furn & Fixtures 3,039.78 $3,039.78724 North Pool Security 125.00 $125.00725 North Pool Other 782.42 $782.42

Total 1 North Pool 0.00 8,877.70 $8,877.70

2 South Pool $0.00802 South Pool Maintenance 749.43 $749.43803 South Pool & Spa Repairs 1,305.18 $1,305.18804 South Pool Gas 951.80 $951.80805 South Pool Water 278.61 $278.61806 South Pool Electric 519.00 $519.00824 South Pool Security 125.00 $125.00825 South Pool Other 802.57 $802.57

Total 2 South Pool 0.00 4,731.59 $4,731.59

3 Common Area $0.00905 Common Area Water 607.55 $607.55906 Common Area Electric 92.33 $92.33907 Common Area Telephone 110.04 $110.04908 Common Area Trash Collection 4,142.58 $4,142.58910 Landscaping Monthly 2,452.00 $2,452.00914 Irrigation System Repairs 68.00 $68.00

Total 3 Common Area 0.00 7,472.50 $7,472.50

4 Clubhouse $0.00920 Cleaning 520.00 $520.00

Total 4 Clubhouse 0.00 520.00 $520.00

5 General $0.00923 Office Supplies 25.66 $25.66924 Postage 137.11 $137.11925 Printing 235.45 $235.45927 Admin Support 392.20 $392.20928 Bank and Service Charges 2.37 $2.37930 Insurance 646.77 $646.77931 Accounting/Bookkeeping 500.00 $500.00932 Legal 50.00 $50.00

Total 5 General 0.00 1,989.56 $1,989.56

6 Capital Expenditures $0.00995 Capital Expenses 9,011.00 $9,011.00

Total 6 Capital Expenditures 9,011.00 0.00 $9,011.00

Total Expenses $9,011.00 $23,591.35 $32,602.35

Net Operating Income $ -8,628.16 $13,118.58 $4,490.42

Net Income $ -8,628.16 $13,118.58 $4,490.42

Page 10: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

Sunrise Mountain View Estates Homeonwers Association

Changes in Fund Balance January - June, 2017

Capital Reserve OperatingFund Fund

Total

Fund Balance at Beginning of Period

Total Revenues

Operating Expenses

Capital Expenditures Paid From Capital Reserve Fund

Transfers:

Contributions to Capital Reserve Fund from Operating Fund

Reimbursement to Operating Fund for Capital Expenditures

Fund Balance at the End of Period

$451,658.16 $83,628.70 $535,286.86

$2,273.37 $222,455.18 $224,728.55

($132,897.36) ($132,897.36)

($14,932.60) ($14,932.60)

$74,000.00 ($74,000.00) $0.00

$0.00 $0.00 $0.00

$512,998.93 $99,186.52 $612,185.45

Page 11: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

Sunrise Mountain View Estates Homeowners AssociationJanuary - June, 2017 Actual versus Prorated Budget

Accrual Basis

Total

Actual Budget over Budget % of Budget

Income400 Homeowner Dues 220,150.00 220,150.02 -0.02 100.00 %504 Interest Income 2,816.05 2,250.00 566.05 125.16 %550 Other Income 1,762.50 400.02 1,362.48 440.60 %

Total Income $224,728.55 $222,800.04 $1,928.51 100.87 %

Gross Profit $224,728.55 $222,800.04 $1,928.51 100.87 %

Expenses1 North Pool

702 North Pool Maintenance 6,257.36 4,999.98 1,257.38 125.15 %703 North Pool and Spa Repairs 403.70 750.00 -346.30 53.83 %704 North Pool Gas 12,465.84 10,999.98 1,465.86 113.33 %705 North Pool Water 2,982.26 3,250.02 -267.76 91.76 %706 North Pool Electric 3,654.65 4,000.02 -345.37 91.37 %722 North Pool Furn & Fixtures 3,039.78 1,249.98 1,789.80 243.19 %723 North Pool Tennis Ct Repairs 250.02 -250.02724 North Pool Security 537.50 750.00 -212.50 71.67 %725 North Pool Other 782.42 250.02 532.40 312.94 %

Total 1 North Pool 30,123.51 26,500.02 3,623.49 113.67 %

2 South Pool802 South Pool Maintenance 4,296.20 4,000.02 296.18 107.40 %803 South Pool & Spa Repairs 1,305.18 750.00 555.18 174.02 %804 South Pool Gas 4,635.97 4,750.02 -114.05 97.60 %805 South Pool Water 1,292.83 2,250.00 -957.17 57.46 %806 South Pool Electric 2,914.07 3,150.00 -235.93 92.51 %822 South Pool Furn & Fixtures 250.02 -250.02823 South Pool Tennis Ct Repairs 250.02 -250.02824 South Pool Security 537.50 750.00 -212.50 71.67 %825 South Pool Other 802.57 250.02 552.55 321.00 %

Total 2 South Pool 15,784.32 16,400.10 -615.78 96.25 %

3 Common Area905 Common Area Water 3,165.04 3,850.02 -684.98 82.21 %906 Common Area Electric 431.53 349.98 81.55 123.30 %907 Common Area Telephone 653.68 1,000.02 -346.34 65.37 %908 Common Area Trash Collection 24,855.48 24,700.02 155.46 100.63 %910 Landscaping Monthly 14,741.00 15,000.00 -259.00 98.27 %911 Landscaping Extras 1,770.00 6,750.00 -4,980.00 26.22 %912 Landscaping - Packrat Control 4,570.00 3,750.00 820.00 121.87 %914 Irrigation System Repairs 699.00 1,249.98 -550.98 55.92 %915 Landscaping Subcontract 13,583.00 12,499.98 1,083.02 108.66 %916 Road Repairs and Maintenance 1,958.90 1,000.02 958.88 195.89 %917 Security 1,410.00 3,499.98 -2,089.98 40.29 %918 Sidewalk and Curb Repairs 1,500.00 -1,500.00919 Common Area Other 120.00 1,000.02 -880.02 12.00 %

Total 3 Common Area 67,957.63 76,150.02 -8,192.39 89.24 %

4 Clubhouse920 Cleaning 3,307.00 3,499.98 -192.98 94.49 %921 Clubhouse Repairs/Maintenance 250.02 -250.02922 Clubhouse Other 49.98 -49.98

Total 4 Clubhouse 3,307.00 3,799.98 -492.98 87.03 %

5 General923 Office Supplies 660.84 375.00 285.84 176.22 %924 Postage 405.34 499.98 -94.64 81.07 %925 Printing 1,075.65 1,249.98 -174.33 86.05 %926 Meeting Expense 402.65 499.98 -97.33 80.53 %927 Admin Support 2,354.52 1,999.98 354.54 117.73 %928 Bank and Service Charges 2.37 2.37930 Insurance 2,633.83 2,850.00 -216.17 92.42 %

Page 12: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

931 Accounting/Bookkeeping 3,620.00 4,375.02 -755.02 82.74 %932 Legal 2,503.25 1,750.02 753.23 143.04 %933 Taxes 1,416.45 250.02 1,166.43 566.53 %934 Fees and Permits 250.00 250.02 -0.02 99.99 %935 Other 400.00 750.00 -350.00 53.33 %

Total 5 General 15,724.90 14,850.00 874.90 105.89 %

6 Capital Expenditures995 Capital Expenses 14,932.60 83,677.50 -68,744.90 17.85 %

Total 6 Capital Expenditures 14,932.60 83,677.50 -68,744.90 17.85 %

Total Expenses $147,829.96 $221,377.62 $ -73,547.66 66.78 %

Net Operating Income $76,898.59 $1,422.42 $75,476.17 5,406.18 %

Net Income $76,898.59 $1,422.42 $75,476.17 5,406.18 %

Page 13: AGENDA SMVE Homeowners Association Special BOD ...2017/08/07  · 3) Recreation, Pools, Tennis (Kip Longan) 4) Roads - Paving Status (Guy Scharf) Unfinished Business: New Business:

Sunrise Mountain View Estates Homeowners AssociationJune, 2017 Prorated Budget versus Actual

Accrual Basis

Total

Actual Budget over Budget % of Budget

Income400 Homeowner Dues 36,691.65 36,691.67 -0.02 100.00 %504 Interest Income 401.12 375.00 26.12 106.97 %550 Other Income 66.67 -66.67

Total Income $37,092.77 $37,133.34 $ -40.57 99.89 %

Gross Profit $37,092.77 $37,133.34 $ -40.57 99.89 %

Expenses1 North Pool

702 North Pool Maintenance 2,470.47 833.33 1,637.14 296.46 %703 North Pool and Spa Repairs 125.00 -125.00704 North Pool Gas 1,248.37 1,833.33 -584.96 68.09 %705 North Pool Water 569.39 541.67 27.72 105.12 %706 North Pool Electric 642.27 666.67 -24.40 96.34 %722 North Pool Furn & Fixtures 3,039.78 208.33 2,831.45 1,459.12 %723 North Pool Tennis Ct Repairs 41.67 -41.67724 North Pool Security 125.00 125.00 0.00 100.00 %725 North Pool Other 782.42 41.67 740.75 1,877.66 %

Total 1 North Pool 8,877.70 4,416.67 4,461.03 201.00 %

2 South Pool802 South Pool Maintenance 749.43 666.67 82.76 112.41 %803 South Pool & Spa Repairs 1,305.18 125.00 1,180.18 1,044.14 %804 South Pool Gas 951.80 791.67 160.13 120.23 %805 South Pool Water 278.61 375.00 -96.39 74.30 %806 South Pool Electric 519.00 525.00 -6.00 98.86 %822 South Pool Furn & Fixtures 41.67 -41.67823 South Pool Tennis Ct Repairs 41.67 -41.67824 South Pool Security 125.00 125.00 0.00 100.00 %825 South Pool Other 802.57 41.67 760.90 1,926.01 %

Total 2 South Pool 4,731.59 2,733.35 1,998.24 173.11 %

3 Common Area905 Common Area Water 607.55 641.67 -34.12 94.68 %906 Common Area Electric 92.33 58.33 34.00 158.29 %907 Common Area Telephone 110.04 166.67 -56.63 66.02 %908 Common Area Trash Collection 4,142.58 4,116.67 25.91 100.63 %910 Landscaping Monthly 2,452.00 2,500.00 -48.00 98.08 %911 Landscaping Extras 1,125.00 -1,125.00912 Landscaping - Packrat Control 625.00 -625.00914 Irrigation System Repairs 68.00 208.33 -140.33 32.64 %915 Landscaping Subcontract 2,083.33 -2,083.33916 Road Repairs and Maintenance 166.67 -166.67917 Security 0.00 583.33 -583.33 0.00 %918 Sidewalk and Curb Repairs 250.00 -250.00919 Common Area Other 166.67 -166.67

Total 3 Common Area 7,472.50 12,691.67 -5,219.17 58.88 %

4 Clubhouse920 Cleaning 520.00 583.33 -63.33 89.14 %921 Clubhouse Repairs/Maintenance 41.67 -41.67922 Clubhouse Other 8.33 -8.33

Total 4 Clubhouse 520.00 633.33 -113.33 82.11 %

5 General923 Office Supplies 25.66 62.50 -36.84 41.06 %924 Postage 137.11 83.33 53.78 164.54 %925 Printing 235.45 208.33 27.12 113.02 %926 Meeting Expense 83.33 -83.33927 Admin Support 392.20 333.33 58.87 117.66 %928 Bank and Service Charges 2.37 2.37930 Insurance 646.77 475.00 171.77 136.16 %

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931 Accounting/Bookkeeping 500.00 729.17 -229.17 68.57 %932 Legal 50.00 291.67 -241.67 17.14 %933 Taxes 41.67 -41.67934 Fees and Permits 41.67 -41.67935 Other 125.00 -125.00

Total 5 General 1,989.56 2,475.00 -485.44 80.39 %

6 Capital Expenditures995 Capital Expenses 9,011.00 13,946.25 -4,935.25 64.61 %

Total 6 Capital Expenditures 9,011.00 13,946.25 -4,935.25 64.61 %

Total Expenses $32,602.35 $36,896.27 $ -4,293.92 88.36 %

Net Operating Income $4,490.42 $237.07 $4,253.35 1,894.13 %

Net Income $4,490.42 $237.07 $4,253.35 1,894.13 %

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Sunrise Mountain View Estates Homeowners Association Capital Expenditures Report

January - June, 2017

MonthActual

Year to Date Actual

Current Year Budget

% of Budget

Project to Date Actual

ProjectBudget

% of Project Budget

Planned Expenses:

Reserve study components expected to be completed

215 Asphalt - Seal/Repair 2016 $ $ $ 43,250.00 0% $ 16,810.00 $ 60,250.00 28%201 Repave Paseo Otono 2020 $ 1,509.00 $ 2,457.00 $ 93,000.00 3% $ 2,457.00 $ 93,000.00 3%207 Repave Via Sempreverde 2025 (about 10%) $ 287.00 $ 506.00 $ 21,500.00 2% $ 506.00 $ 21,500.00 2%

Total reserve study components $ 1,796.00 $ 2,963.00 $ 157,750.00 2% $ 19,773.00 $ 174,750.00 11%

Reserve study components deferred until required

871 N Tennis Court - Resurface 2016 $ 6,211.00 $ 6,211.00 $ 6,000.00 104% $ 6,211.00 $ 6,000.00 104%855.2 N Pool Heater #2 - 2017 $ - $ 4,242.00 $ 3,605.00 118% $ 4,242.00 $ 3,605.00 118%

Total deferred $ 6,211.00 $ 10,453.00 $ 9,605.00 109% $ 10,453.00 $ 9,605.00 109%

Other Capital ExpensesTotal other capital expenses $ - $ - $ - 0% $ - $ - 0%

Total budgeted $ 8,007.00 $ 13,416.00 $ 167,355.00 8% $ 30,226.00 $ 184,355.00 16%

Unplanned expenses:

Reserve study components207 Repave Via Sempreverde 2025 (about 23%) $ 1,004.00 $ 1,517.00 $ 50,350.00 3% $ 1,517.00 $ 50,350.00 3%

Total unplanned reserve study $ 1,004.00 $ 1,517.00 $ 50,350.00 3% $ 1,517.00 $ 50,350.00 3%

Total capital expenditures $ 9,011.00 $ 14,933.00 $ 217,705.00 7% $ 31,743.00 $ 234,705.00 14%

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Sunrise Mountain View Estates Homeowners Association January - June, 2017 Actual Operating Net Income versus Prorated Operating Net Income Budget

and Actual YTD Operating Net Income versus 2017 Budget with Budget Dollars Remaining

Actual BudgetActual over

Budget

Actual over/under Budget % 2017 Budget

BudgetDollars

RemainingActual % 0f Budget

% ofBudget 2016 July -

Remaining DecemberIncome

400 Homeowner Dues 504 Interest Income 550 Other Income

220,150.00542.68

1,762.50

220,150.02225.00400.02

-0.02317.68

1,362.48

0.00%141.19%340.60%

440300.00450.00800.00

220150.00(92.68)

(962.50)

50.00%120.60%220.31%

50.00%-20.60%

-120.31%

220150.001112.53615.00

Total Income $ 222,455.18 $ 220,775.04 $ 1,680.14 0.76% $ 441,550.00 $ 219,094.82 50.38% 49.62% $ 221,877.53Expenses

1 North Pool702 North Pool Maintenance 6,257.36 4,999.98 1,257.38 25.15% 10000.00 3742.64 62.57% 37.43% 4972.73703 North Pool and Spa Repairs 403.70 750.00 -346.30 -46.17% 1500.00 1096.30 26.91% 73.09% 1485.18704 North Pool Gas 12,465.84'' 10,999.98 1,465.86 13.33% 22000.00 9534.16 56.66% 43.34% 3923.78705 North Pool Water 2,982.26 3,250.02 -267.76 -8.24% 6500.00 3517.74 45.88% 54.12% 2955.06706 North Pool Electric 3,654.65 4,000.02 -345.37 -8.63% 8000.00 4345.35 45.68% 54.32% 3314.91722 North Pool Furn & Fixtures 3,039.78 1,249.98 1,789.80 143.19% 2500.00 (539.78) 121.59% -21.59% 0.00723 North Pool Tennis Ct Repairs 250.02 -250.02 -100.00% 500.00 500.00 0.00% 100.00% 114.87724 North Pool Security 537.50 750.00 -212.50 -28.33% 1500.00 962.50 35.83% 64.17% 768.75725 North Pool Other 782.42 250.02 532.40 212.94% 500.00 (282.42) 156.48% -56.48% 20.15

Total 1 North Pool $ 30,123.51 $ 26,500.02 $ 3,623.49 13.67% $ 53,000.00 $ 22,876.49 56.84% 43.16% $ 17,555.432 South Pool

802 South Pool Maintenance 4,296.20 4,000.02 296.18 7.40% 8000.00 3703.80 53.70% 46.30% 4553.92803 South Pool & Spa Repairs 1,305.18 750.00 555.18 74.02% 1500.00 194.82 87.01% 12.99% 359.52804 South Pool Gas 4,635.97 4,750.02 -114.05 -2.40% 9500.00 4864.03 48.80% 51.20% 2838.93805 South Pool W ater 1,292.83 2,250.00 -957.17 -42.54% 4500.00 3207.17 28.73% 71.27% 2568.64806 South Pool Electric 2,914.07 3,150.00 -235.93 -7.49% 6300.00 3385.93 46.26% 53.74% 2450.15822 South Pool Furn & Fixtures 250.02 -250.02 -100.00% 500.00 500.00 0.00% 100.00% 0.00823 South Pool Tennis Ct Repairs 250.02 -250.02 -100.00% 500.00 500.00 0.00% 100.00% 114.87824 South Pool Security 537.50 750.00 -212.50 -28.33% 1500.00 962.50 35.83% 64.17% 768.75825 South Pool Other 802.57 250.02 552.55 221.00% 500.00 (302.57) 160.51% -60.51% 0.00

Total 2 South Pool $ 15,784.32 $ 16,400.10 -$ 615.78 -3.75% $ 32,800.00 $ 17,015.68 48.12% 51.88% $ 13,654.783 Common Area

905 Common Area W ater 3,165.04 3,850.02 -684.98 -17.79% 7700.00 4534.96 41.10% 58.90% 4525.87906 Common Area Electric 431.53 349.98 81.55 23.30% 700.00 268.47 61.65% 38.35% 285.04907 Common Area Telephone 653.68 1,000.02 -346.34 -34.63% 2000.00 1346.32 32.68% 67.32% 511.54908 Common Area Trash Collection 24,855.48 24,700.02 155.46 0.63% 49400.00 24544.52 50.31% 49.69% 19919.65910 Landscaping Monthly 14,741.00 15,000.00 -259.00 -1.73% 30000.00 15259.00 49.14% 50.86% 14701.00911 Landscaping Extras 1,770.00 6,750.00 -4,980.00 -73.78% 13500.00 11730.00 13.11% 86.89% 9583.00912 Landscaping - Packrat Control 4,570.00 3,750.00 820.00 21.87% 7500.00 2930.00 60.93% 39.07% 3730.00914 Irrigation System Repairs 699.00 1,249.98 -550.98 -44.08% 2500.00 1801.00 27.96% 72.04% 617.00915 Landscaping Subcontract 13,583.00 12,499.98 1,083.02 8.66% 25000.00 11417.00 54.33% 45.67% 15513.85916 Road Repairs and Maintenance 1,958.90 1,000.02 958.88 95.89% 2000.00 41.10 97.95% 2.06% 734.23917 Security 1,410.00 3,499.98 -2,089.98 -59.71% 3000.00 1590.00 47.00% 53.00% 3352.50918 Sidewalk and Curb Repairs 1,500.00 -1,500.00 -100.00% 7000.00 7000.00 0.00% 100.00% 4083.00919 Common Area Other 120.00 1,000.02 -880.02 -88.00% 2000.00 1880.00 6.00% 94.00% 60.00

Total 3 Common Area $ 67,957.63 $ 76,150.02 -$ 8,192.39 -10.76% $ 152,300.00 $ 84,342.37 44.62% 55.38% $ 77,616.684 Clubhouse

920 Cleaning 3,307.00 3,499.98 -192.98 -5.51% 7000.00 3693.00 47.24% 52.76% 2365.00

921 Clubhouse Repairs/Maintenance 250.02 -250.02 -100.00% 500.00 500.00 0.00% 100.00% 585.00922 Clubhouse Other 49.98 -49.98 -100.00% 100.00 100.00 0.00% 100.00% 9.98

Total 4 Clubhouse $ 3,307.00 $ 3,799.98 -$ 492.98 -12.97% $ 7,600.00 $ 4,293.00 43.51% 56.49% $ 2,959.985 General

923 Office Supplies 660.84 375.00 285.84 76.22% 750.00 89.16 88.11% 11.89% 361.72924 Postage 405.34 499.98 -94.64 -18.93% 1000.00 594.66 40.53% 59.47% 223.38925 Printing 1,075.65 1,249.98 -174.33 -13.95% 2500.00 1424.35 43.03% 56.97% 315.09926 Meeting Expense 402.65 499.98 -97.33 -19.47% 1000.00 597.35 40.27% 59.74% 1653.08927 Admin Support 2,354.52 1,999.98 354.54 17.73% 4000.00 1645.48 58.86% 41.14% 0.00930 Insurance 2,633.83 2,850.00 -216.17 -7.58% 5700.00 3066.17 46.21% 53.79% 2105.07931 Accounting/Bookkeeping 3,620.00 4,375.02 -755.02 -17.26% 8750.00 5130.00 41.37% 58.63% 4500.00932 Legal 2,503.25 1,750.02 753.23 43.04% 3500.00 996.75 71.52% 28.48% 975.00933 Taxes 1,416.45 250.02 1,166.43 466.53% 500.00 (916.45) 283.29% -183.29% 27.84934 Fees and Permits 250.00 250.02 -0.02 -0.01% 500.00 250.00 50.00% 50.00% 228.00935 Other 402.37 750.00 -347.63 -46.35% 1500.00 1097.63 26.82% 73.18% -2.17

Total 5 General $ 15,724.90 $ 14,850.00 $ 874.90 5.89% $ 29,700.00 $ 13,975.10 52.95% 47.05% $ 10,387.01Total Operating Expenses $ 132,897.36 $ 137,700.12 -$ 4,802.76 -3.49% $ 275,400.00 $ 142,502.64 48.26% 51.74% $ 122,173.88Net Operating Income Before Capital

Expenditures $ 89,557.82 $ 83,074.92 $ 6,482.90 7.80% $ 166,150.00 $ 76,592.18 53.90% 46.10% $ 99,703.65

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Sunrise Mountain View Estates Homeowners Association Architectural Design Notes (ADN)

August 7, 2017

ContentsIntroduction................................................................................................................................................................. 2

Architectural Issues Documented Elsewhere.........................................................................................................3

Altering Yard Walls......................................................................................................................................................4

Major Remodeling (Changing House Footprint).................................................................................................... 5

Antennas.......................................................................................................................................................................6

Driveways and Extended Parking..............................................................................................................................7

Gutters and Downspouts........................................................................................................................................... 8

Front Doors.................................................................................................................................................................. 9

Solar Panels................................................................................................................................................................ 10

Converting Wood Siding to Stucco........................................................................................................................ 11

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Sunrise Mountain View Estates Homeowners Association Architectural Design Notes (ADN)

Introduction

Overview:

The Architecture Committee is responsible for ensuring that any architectural changes maintain the look and feel of the community. The Architectural Design Notes provide guidelines to the Architecture Committee about some specific design issues to be examined when evaluating a homeowner requested architectural change.

Every homeowner is urged to contact the Architecture Committee prior to undertaking any landscape or structural change or addition. This will avoid the possibility of having to make possibly costly changes.

Authority:

The authority for the Architecture Committee (AC) to adopt and ensure compliance with the rules and guidelines is derived from Article XII Architectural Committee in the Covenants, Conditions, and Restrictions (CC&R's), which states that the "The Architectural Committee shall have the exclusive right, exercisable in its sole discretion, to promulgate and amend-written rules and regulations on construction and approve plans, specifications and plot plans."

Resources:

Need to reference an architecture item quickly? Pick up your cell phone or pad and go to smve.org and click on the "Architecture" button. All of the architectural requirements, forms, as well as the SMVE HOA newsletter and other information, are available for reading and/or download.

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Architectural Issues Documented ElsewhereSome architectural issues are incorporated into other policy statements and not repeated in the Architectural Design Notes:

Sunrise Mountain View Estates Homeowners AssociationArchitectural Design Notes (ADN)

For architectural issues about:FlagpolesRoll-Off Containers, Dumpsters Approved Paint Colors Contractor RulesDirections and forms to apply for approval of a change

Landscaping

See this SMVE policy:Outdoor Flag DisplayRoll-Off Containers, DumpstersApproved Paint ColorsContractors Rules & Expectations ChecklistMaking Architectural Changes, Additions, orRemodeling: Directions; Application for Approval;Architectural Process Checklist; ConstructionApproval FormYard Rules and Regulations

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Altering Yard WallsAny alteration to yard walls must be approved by the Architecture Committee prior to work commencing.

When evaluating a request to alter a wall, the Architecture Committee will evaluate these criteria among others:

• Walls may be constructed only of slump block and have the same general appearance as other walls in the community.

• Any alteration to a wall must use slump block of the same appearance and texture as the original block. If an extremely close match is not possible, the Architecture Committee will require that the existing wall be removed and a new wall be built with uniform appearance.1

• The height of the wall may not exceed six (6) feet above natural ground level at any point along its length. CC&Rs Article XIII Section 1 states "No fence or wall may exceed six (6) feet in height. ... In determining the height of a wall or other such item, the natural ground level shall be used."

• If the wall is a party wall, both homeowners must agree to the changes and the architectural request must include a signed agreement by the other homeowners. The agreement must specify how financial responsibility for the alteration is to be shared. See CC&R Article XV which states "No party wall may in any manner be altered either in structure or appearance by any Owner without first obtaining the written approval of this Architectural Committee, which approval may be based largely upon the desires and opinions of the other Owners sharing use of the party wall."

• If the wall is not a party wall, the desires and opinions of neighboring Owners who might be affected by the wall will be considered by the Architecture Committee. An Owner submitting a request to alter a wall should first to consult with any other Owners who might be affected by the alteration and obtain their approval.

• No alteration to a wall may materially affect the views of neighboring Owners. The Architecture Committee will consider sight lines from common areas and other properties when reviewing an application for altering a wall.

• Any alteration to a wall must have the same general appearance as other walls in the community as viewed from the streets, any common area, or other homes.

Sunrise Mountain View Estates Homeowners AssociationArchitectural Design Notes (ADN)

1 Three companies in Tucson that make Slump Block are Central Arizona Block, Young Block, and AZ Block 2000. There may be others, and there are some in Phoenix. Both Central Arizona Block and Young Block take custom orders to make block to match existing colors.

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Major Remodeling (Changing House Footprint)Any extension to or modification of a house's exterior walls or roof or other structural changes must be approved by the Architecture Committee prior to work commencing. Complete application documents must be completed and submitted to the Architecture Committee at least two weeks prior to construction beginning.

When evaluating structural changes and modification to a house footprint, the Architecture Committee will evaluate these criteria among others:

• Any alteration to the house footprint must have the same general appearance as other homes in the community as viewed from the streets, any common area, or other homes.

• All Pima County setback requirements must be complied with (CR-3 zone). SMVE setback requirements include:

o Front setback should be at least 20 feet or existing setback, whichever is less. o Front setback should be no more than 4 feet less than the average of the front setback

of the two adjacent houses.o Side setback should be at least 8 feet or the existing side setback, whichever is less. o Setbacks are measured from the property line to the closest point of the house.

• New external walls must match existing house walls as closely as possible - constructed of slump block or stucco as appropriate.

• Any alteration to a slump block wall must use slump block of the same appearance and texture as the original block. Proposed slump block must be approved by Architecture Committee before construction begins. 2

• If the wall is a party wall, both homeowners must agree to the changes and the architectural request must include a signed agreement by the other homeowners. The agreement must specify how financial responsibility for the alteration is to be shared. See CC&R Article XV which states "No party wall may in any manner be altered either in structure or appearance by any Owner without first obtaining the written approval of this Architectural Committee, which approval may be based largely upon the desires and opinions of the other Owners sharing use of the party wall."

Homeowner is always responsible for obtaining any necessary permits and complying with all relevant code.

Sunrise Mountain View Estates Homeowners AssociationArchitectural Design Notes (ADN)

2 Three companies in Tucson that make Slump Block are Central Arizona Block, Young Block, and AZ Block 2000. There may be others, and there are some in Phoenix. Both Central Arizona Block and Young Block take custom orders to make block to match existing colors.

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AntennasHomeowners may install a small dish (less than 1 meter diameter) and a similar sized video, radio, or internet access antenna as allowed by FCC regulations. These criteria apply:

• Antenna must be mounted on the roof behind the parapet walls and not be visible from the street or neighbors.

• Prior approval is not required if antenna meets the size and visibility constraints and is mounted behind the parapet walls.

• Dish antennas should be painted tan to match equipment and parapet walls if this does not void the warranty, affect reception, or is otherwise disallowed by the supplier.

• If antenna cannot be mounted behind parapet walls so that it cannot be seen and still have adequate reception, choose a location that is not visible from the street, such as the back yard. Roof mounted masts or chimney mounts are not acceptable. Please obtain approval from the Architecture Committee when choosing such an alternate location. The Architecture Committee will work with you to find a suitable location.

• Fixed wireless antennas capable of receiving and transmitting voice and data services are required to meet certain guidelines regarding radiation exposure limits and environmental standards. Because of these guidelines, fixed wireless antennas are to be professionally installed.

FCC "Over-the-Air" reception devices rule may be found at https://www.fcc.gov/media/over-air- reception-devices-rule. It is SMVE's intention to comply with those rules.

No other antennas, such as amateur radio antennas and large dish antennas, are allowed as stated in CC&Rs Article XIII Section 11:

"No exterior antennas, satellite dish stations, or other devices for the transmission or reception of television or radio signals shall be erected or maintained or any Lot, except as initially designed or installed by the Declarant, without prior written authorization of the Association. This provision shall not prohibit Declarant or its successors or assigns, from maintaining or placing such equipment on or in the Common Area. Further, no exterior devices or additions, other than initially installed by the Declarant, shall be constructed on the exterior of a Dwelling Unit (including the roof) without the written authorization of the Association. It is acknowledged by all Owners that reception or transmission devices on roofs can be unsightly and a detriment to the aesthetics of the Properties and, therefore, the Association may in its sole discretion prohibit such installations."

Sunrise Mountain View Estates Homeowners AssociationArchitectural Design Notes (ADN)

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Driveways and Extended ParkingAny change to the driveways or parking areas of a home must be approved by the Architecture Committee prior to work commencing.

An additional driveway is never permitted. One additional parking space, attached to the existing driveway, may be permitted.

When evaluating a request for an additional parking space, the Architecture Committee will consider these criteria among others:

• The parking space must be immediately adjacent to the driveway with no space between driveway and parking space.

• The surface of the parking space must utilize a hard material and should blend with the landscape. Pavers or brick surface are recommended. A plain cement surface is discouraged. Gravel and asphalt are not permitted.

• The base of the parking surface must be designed so that the surface remains flat and does not develop dips and curves after extended use as a parking area.

• The parking space should be at least 10 feet wide and 20 feet long.• Entrance to and exit from the parking space must be safe.• To reduce impact on neighboring Owners, the additional parking space should be on the side of

the driveway towards the center of the Owner's lot.• The post lamp should be protected from impact by a parking car either by an effective barrier or

by moving the post lamp to an approved alternate location.

Sunrise Mountain View Estates Homeowners AssociationArchitectural Design Notes (ADN)

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Gutters and DownspoutsAny change to gutters or downspouts visible from the street or neighbor must be approved by theArchitecture Committee prior to work commencing.

These standards apply to gutters:

• Gutters to be the same color as the painted woodwork underneath the porch roof (usually Norfolk Brown), or a similar color so they do not stand out.

• Gutters to be 4" to 5" wide to catch torrents cascading off the roof in thunderstorms.• Downspouts to be painted to match the post if attached to a post, match stucco color if

attached to stucco, or other color requested and approved by Architecture Committee if attached to slump block.

• Some provision to direct downspout water away from the home is highly recommended but must not direct water against the wall of neighboring home.

These standards apply to downspouts from the roof:

• Downspout attachment to roof to look like others in community.• Downspouts to be painted to match stucco if attached to stucco. To be painted one of the

approved stucco colors if attached to slump block, or other color as approved by Architecture Committee.

• Water should be directed away from house and must not direct water against the wall of neighboring home.

Sunrise Mountain View Estates Homeowners AssociationArchitectural Design Notes (ADN)

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Front DoorsAny replacement or alteration to a front entry door must be approved by the Architecture Committee prior to work commencing.

When evaluating a request to replace a front entry door, the Architecture Committee will evaluate these criteria among others:

• Doors may be made of stained wood or resemble stained wood. Wood and fiberglass are acceptable materials. Steel and painted doors are not acceptable.

• Stain colors may range from mid-tones to dark brown. Primary colors are not acceptable.• Glass is permitted only in the upper half of the door and should not provide good visibility into

the house.• Design of door must be compatible with SMVE's Reformed Spanish Colonial Style.• If the existing door is a double entry door, the replacement must also be a double entry door.

Exceptions to these rules for doors that are not visible at all from the street or where visibility is screened may be granted by the Architecture Committee. Such exceptions may require the variance be recorded against the lot.

(For historical reference, the original doors were stained Black Walnut, "Stainseal V-108," finished with two coats of satin Polyurethane.)

Sunrise Mountain View Estates Homeowners AssociationArchitectural Design Notes (ADN)

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Solar PanelsAny installation or replacement of solar panels must be approved by the Architecture Committee prior to work commencing.

A.R.S. 33-1816 states that "An association may adopt reasonable rules regarding the placement of a solar energy device if those rules do not prevent the installation, impair the functioning of the device or restrict its use or adversely affect the cost or efficiency of the device."

When evaluating a request to install solar panels, the Architecture Committee will evaluate these criteria among others:

• Solar panels must be mounted on the flat portion of the roof, behind the parapet walls. Installation on slanted tile roof is generally not permitted.

• If possible, solar panels should be mounted so no portion of the panels or related equipment is visible from the street or neighboring homes.

• Since SMVE is on a slope, and most roads run downhill to the South, the back side of solar panels on some houses will be visible from the street. To minimize the visual impact, the back sides of solar panels should be white or off-white and the solar panel frames painted to match. Dunn Edwards Cliff Brown DEC 711 is acceptable instead of white.

• Installer may be required to install some temporary markers so that sight lines from the street and other properties can be evaluated.

• Electrical conduit should be painted to match existing conduit or electrical panels.

The Architecture Committee will be happy to work with the homeowner or installer to find any compromises necessary to allow installation of solar panels on a residence.

Sunrise Mountain View Estates Homeowners AssociationArchitectural Design Notes (ADN)

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Converting Wood Siding to StuccoAny change to the siding of a home must be approved by the Architecture Committee prior to work commencing.

When evaluating a request to convert wood siding to stucco, the Architecture Committee will consider these criteria among others:

• The proposed stucco siding must match the pattern used elsewhere in the Association. (This pattern was named a "lace" pattern by one contractor, but it is the matching that is important, not the name of the pattern.)

• Doors shall have wood trim as used elsewhere in the Association.• Windows and sliding doors shall not have moldings or trim, matching use elsewhere in the

Association.• Stucco shall be painted in accordance with SMVE Approved Paint Colors.• Wood trim shall be painted in accordance with SMVE Approved Paint Colors.

Stucco pattern:

Sunrise Mountain View Estates Homeowners AssociationArchitectural Design Notes (ADN)

Window and door trim: