THE POINTE AT JAMESTOWN 2013 ANNUAL MEETING By William C Burton
Mar 28, 2015
THE POINTE AT JAMESTOWN 2013 ANNUAL
MEETING
By William C Burton
FINANCE SUMMARY
The community will roughly gain $11.4K in equity for 2013.
2012 Equity 2012 Monthly Net Income
- Mean (Average): $46,384.24
- Mean (Average): $3,502.34
- Median: $46,903.25 - Median: $3,612.10
2013 YTD Equity 2013 YTD Monthly Net Income
- Mean (Average): $58,285.11
- Mean (Average): $4,514.67
- Median: $58,567.32 - Median: $4,378.83
2012 FINANCES
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec $-
$10,000.00
$20,000.00
$30,000.00
$40,000.00
$50,000.00
$60,000.00
$3,677.52
$3,542.53
$3,337.40
$2,487.64
$4,274.37
$3,241.91
$3,752.36
$3,948.04 $1,929.59
$3,546.69
$4,497.44
$3,792.61
$42,483.53
$40,049.11
$42,198.34
$47,036.24
$44,067.15
$44,800.24
$48,755.61 $46,770.26
$47,773.28
$51,614.19
$49,571.62
$51,491.29
The Pointe at Jamestown 2012 Finance Information
Total EquityMonthly Earnings
2013 FINANCES
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec $(10,000.00)
$-
$10,000.00
$20,000.00
$30,000.00
$40,000.00
$50,000.00
$60,000.00
$70,000.00
$80,000.00
$3,891.19
$1,073.50
$2,754.02
$7,214.77
$4,320.89
$5,813.99 $4,966.55
$4,436.77
$3,137.89
$7,537.11
$5,016.30
$5,141.31
$55,823.73
$53,429.29
$55,556.80
$60,449.80
$58,000.77
$59,926.12$59,510.93
$59,413.40$58,567.32
$63,398.79
The Pointe at Jamestown 2013 Finance Information
Total EquityMonthly Earnings
THE POINTE AT JAMESTOWN
Current Total
Homeowners
Total Homes Not Under Contract
Blank Lots Spec Homes
158 22 >> 2 20
180 homes at $90.99 each per quarter.
PROJECTED EARNINGS
1-Jan-13 1-Jan-14 1-Jan-15 1-Jan-16 1-Jan-17$0.00
$20,000.00
$40,000.00
$60,000.00
$80,000.00
$100,000.00
$120,000.00
$140,000.00
$59,038.00
$69,038.00$79,038.00
$119,038.00
$129,038.00
Annual Equity
Annual Equity
VEI Contribution of $30K
COMMUNITY NEEDSProposed Projects Reasons
Fence in playground area. Security concerns.
Require mailboxes to conform to one standard.
Keep uniformity and try to take advantage of VEI contractor material costs.
Establish single trash service.Reduced pricing and resolve multi-day pickup.
Build a community clubhouse.Provide a meeting place and a form of equity and income for HOA.
Build a community pool. HOA equity and income.
Build a RV parking lot. HOA equity and income.
NOTE: All these must have 2/3 votes to approve!
THE MAILBOX MENAGERIEThere are over 40 homes with 10 different style mailboxes on Sir Thomas and Prince Trevor.
NEIGHBORHOOD OVERVIEW
BMP Ponds
Proposed Sighting for
pool and clubhouse
area.
NEIGHBORHOOD OVERVIEW
Proposed location for
pool and clubhouse
area.
Chain link or privacy fence.
STRATEGIC PLANNING“Community Needs”
Short and Long Term
• PLANNING- What is the mission of this community?- What are our five year goals as a
community?- Do we need a feasibility study?
• COMMUNICATION TOOLS- Website - Conduct both electronic and paper
neighborhood climate surveys.- Advertise using message center boards,
website, and Facebook.
STRATEGIC PLANNINGPROCESS MODELBest Practices
Benchmarking
Community Needs
Short Term/Long Term
sBaseline SWOT
Where are we now?
Vision 5 to 10 YearsWhere do we want to
be?
Mission Statement
Details of Vision
GapsDifference between
where we are and where we want to be
Recycle
Goals and Objectives
Strategic PlanHow are we going
to get there?
Multi-Year Budget
On going performance
measures
ACTION ITEMSAction Item#
:
Description Status Estimated Completio
n
POC
001-2013
Create a HOA mission statement and goals
BOD
002-2013
Work on developing strategic plan BOD, Hope
003-2013
Create climate survey and post link on website, also put out a paper survey.
BOD, Randy
004-2013
Solicit homeowners to sign up for email updates.
Hope
005-2013
Control access to website- Require User ID and Password
Curt, Randy
006-2013
Get signs made for sign boards- “Take Survey”- “Annual Meeting”- “Annual Picnic”
Hope
007-2013
Monitor repeat write ups and start ensuring we have due process hearings.
BOD, Randy
ACTION ITEMSAction Item#
:
Description Status Estimated Completio
n
POC
008-2013
Develop an emergency action plan:- Hurricane evacuation plan- Flooding plan- Severe weather (tornado, T-storms)- Nuclear plant evacuation plan
BOD, Curt
009-2013
Neighborhood Watch program? Curt
010-2013
Update rules.- Example, mailbox standards
Curt
011-2013
Solicit bids on single trash service.
Part of survey question. Need to find out bottom line price on what people are paying to bid.
BOD, Randy
012-2013
Update website - Need to update/post meeting minutes section (Jun-Nov).
- Update board members.- Remove annual party
notice.- Create a survey URL link.
Hope
013-2013
Select BOD positions. BOD
ACTION ITEMSAction Item#
:
Description Status Estimated Completio
n
POC
001-2014
Develop an emergency action plan:- Hurricane evacuation plan- Flooding plan- Severe weather (tornado, T-storms)- Nuclear plant evacuation plan
BOD, Curt
002-2014
Neighborhood Watch program? Curt
003-2014
Update rules.- Example, mailbox standards
Curt
004-2014
Solicit bids on single trash service.
Part of survey question. Need to find out bottom line price on what people are paying to bid.
BOD, Randy
005-2014
Update website - Need to update/post meeting minutes section (Jun-Nov).
- Update board members.- Remove annual party
notice.- Create a survey URL link.
Hope
006-2014
Select BOD positions. BOD
SURVEY STATUSSurvey
Completion
100%90%80%70%60%50%40%30%20%10%5%0%
Please go to the Pointe at Jamestown webpage and
complete the survey.
http://pointeatjamestown.org/
Complete No Later Than:____________________
NEEDS ASSESSMENT SURVEY