Tuesday, December 26, 2017

Management Committee

Topics: Topics: Minutes approved, Facilitation schedule, 2018 budget, Snow removal, Financial report, Tree project

Tuesday, December 5, 2017

Management Committee

Tuesday, October 3, 2017

Management Committee

Topics: Topics: Financial update, Trees, Maintenance, Landlord compliance letters, Ovens, New tenant

Wednesday, September 20, 2017

Management Committee

Decisions: Decision: Management will cover the cost of plumber in Aitch and Lucas's unit.

Topics: Topics: Sewer issues and scoping, tree walkthrough, Ovens, Reserve Analysis, Office Door, Washing Door, Dishwasher, Inner office

Tuesday, September 5, 2017

Management Committee

Topics: smoke detectors, tree work & hazard arborist, central path emergency access

Tuesday, August 15, 2017

Management Committee

Tuesday, August 15, 2017

Management Committee

Topics: Topics: Approval of minutes, Financial update, Maintenance minute: work parties/trees/common path, CC&Rs, Roofing update, North Field Play Structure, leases

Tuesday, July 18, 2017

Management Committee

Topics: Topics: Approval of minutes, Follow ups from last MTG, Maintenance minute, Landscaping, Snow removal, Patio update behind unit 5

Tuesday, July 11, 2017

Management Committee

Topics: Topics: approval of minutes, reserve analysis, tree servicing, landscaping, washing machine replacement, roofing, FHA, north field light, ovens, Marks locked gate, north field play structure, leases from renters, roof repair in #20, patio upgrade in unit 5

Tuesday, June 20, 2017

Management Committee

Tuesday, May 16, 2017

Management Committee

Topics: Topics: Approval of minutes, Follow-up from last mtg, Maintenance minute, Financial Minute, Sale of Anne's unit, Roofing, Bees in Unit 25, Oven update

Tuesday, May 2, 2017

Management Committee

Topics: Topics: Approval of minutes, Follow up from last meeting, Commitee reports, Financial report, Maintenance minute, Calendar

Tuesday, April 18, 2017

Management Committee

Topics: North field light fixture, Update on previous meeting action items, Maintenance Minute, Financial update, ACH transfers, Alley way, Dog poop, renters

Tuesday, April 18, 2017

Management Committee

Thursday, April 13, 2017

Management Committee

Topics: Update on open action items, Financial reports, Maintenance minute, Too much water on the property, Insurance underwriter risk assessment, Elaine's request

Tuesday, April 4, 2017

Management Committee

Topics: Facilitating schedule, Maintenance Minute, Maintenance of equipment/insurance, Financial updates, Landscaping, Susan and Richard's unit, Mark's unit

Tuesday, March 21, 2017

Management Committee

Topics: Maintenance, Noises in Mark's unit, Reserve Analysis, Bookkeeping

Sunday, March 5, 2017

Management Committee

Decisions:

Topics: Goals of management, Chase debit cards, Miscellaneous financials, Security, Landscaping, Maintenance, Ovens, Furnaces

Discussion:

Proposal:

Proposal File: ../ proposals/

Wednesday, February 22, 2017

Management Committee

Decisions: Decisions: Repair the broken furnace part instead of replacing entire furnace.

Topics: Topics: Approval of minutes, Goals of management, Chase debit cards, Miscellaneous financials, Security, Landscaping, Maintenance, Ovens, Furnaces

Tuesday, February 7, 2017

Management Committee

Wednesday, January 25, 2017

Management Committee

Decisions: Decisions: Kay elected as president, Ben as treasurer, and Kellie will remain as secretary.

Topics: Election of officers, Meeting time, Financials, Department of Commerce

Wednesday, January 18, 2017

Management Committee

Monday, January 16, 2017

Management Committee

Decisions: Decisions: This year, management will not enforce provision of by-laws that states members in arrears cannot vote at the annual meeting.

Topics: 2016 financial report, Reserves, Crown closure

Meeting Minutes

Management Committee

Tuesday, December 26, 2017

.

Topics: Topics: Minutes approved, Facilitation schedule, 2018 budget, Snow removal, Financial report, Tree project

In attendance: Lynda A, Mary, Maxine, John, Linda WG, Kellie (notes), Becca, Ben, Kay ( fac.) .

Distributed:

From: wc @ gg.com on behalf of Kellie Henderson

Sent: Tuesday, December 26, 2017 9:49 AM

To: WaCoHo Mangement; WC GG

Subject: [WaCoHo] 12/19 management minutes

Minutes of Management Committee Meeting, on Tuesday, December 26, 2017

Action Items 12/19:

Ben will submit 3 budgets to community via email with schedule of fee increases

Report back of Action Items from previous meeting:

None

Ongoing action items:

Budget 2018

Didn't get a lot of feedback from community during ACM about specific budget changes. Increases suggested will be prohibitive for some but they did not speak up. Perhaps fee increases would be more clear if unit owners could see how much their individual HOA fees would increase.

Action Item: Ben will submit 3 budgets to community via email with schedule of fee increases

Snow removal

Maxine brought concerns to management regarding the safety of the path and whether volunteer snow removal by residents has been adequate. In the beginning of the community, monthly work teams handled the shoveling on the path. The expectation of community members now is to keep the walkway in front of their homes clear and to volunteer (if physically able) when available to keep the common path clear and salted. Maxine agreed to work a plan for adequate community snow removal.

Suburban property maintenance (who laid the path and years ago plowed our parking lots) is contracted to plow our lots this year.

It is important to remind the community to shovel and ice the path regularly. We all can email the community whenever the path is icy or when someone needs help shoveling or if they need assistance leaving their house/getting to their car.

Financial Report

Rebate available for new furnace, submitted info to Linda Reed to pursue.

Tree update

Scheduled for two days in January or February with Diamond Tree Removal. We are on a waiting list and will be notified within 48 hours based on weather when they will be out to work on trees. The tree in front of unit 5 and 6 is set to be trimmed.

The tree in front of Kathy A's unit was examined by several arborists and the tree itself is not a problem, but the roots are causing the path to bubble, and taking out the roots will kill the tree. The roots will need to ground and path leveled before the tree is dealt with.

Christensen tree service is finished with his tree work, waiting for invoice.

We were going to have Scott Dickson do tree work as well but Mary has been too unwell to supervise and help with work so he hasn't been scheduled.

Meeting Minutes

Management Committee

Tuesday, December 5, 2017

7:30pm-9:10pm.

Facilitator: John G / Attending: Kay, Becca, Lynda, Linda R, Ben, Mary, Linda wg (notes), Susan.

Distributed:

Minutes of Management Committee Meeting, on Tuesday, December 5, 2017

7:38pm - Minutes from 11/22 approved.

11/22 - Action Items:

12/5 Action Items:

Future discussion:

Bookkeeper's report: Linda Reed

7:45pm.

2 residents still owe Assessment.

Monthly Budget handout - reviewed Budget vs. Actual.

Checks signed for reimbursements.

Budget Presentation

8pm.

12/13/2017 ACM "Proposed Budget" presentation:.

Review and prepare proposed 2018 budget for discussion

Prepare Reserve Analysis for community - distributed via email post-ACM.

Lynda will bring projector.

Tree Plan update

Project team Lynda, Mary, Lindawg.

First phase is in process through Friday - Christensen Tree Service

Scott will be coming in before the end of 2017 - Mary will oversee

Second phase in Jan/Feb - Diamond Tree Service.

Ovens update:

Project team Becca and Kellie.

Headland Construction: may oversee as GC/quote provided

Electricians have provided quotes.

Steve Harris will be electrical oversight.

Kitchen will be unavailable during work - about a week

Dean will modify cabinet.

Attic space cleared for Electrician access.

Safety and Security Budget

Report by Susan.

Proposed budget concerns to present to ACM regarding:

Path update

Project team Mary.

Pavers have been tended on paths - too cold to continue

Kathy A's path still a dilemma - metal piece is tripping hazard

CC&R's - Lawyer's review and recommendation

Project team John.

Submitted 5 page review by VF to management committee.

Lawyer recommends update of original to remove obsolete clauses, simplify language and comply to new rules.

Schedule

*Next meeting: 12/19/2017 - Kay is facilitator.

Elections on 1/10/2017.

Budget approval: 1/10/2017.

9:10pm - meeting concluded.

WC Minutes - Linda wg.

Addendum

Meeting Minutes

Management Committee

Tuesday, October 3, 2017

.

Topics: Topics: Financial update, Trees, Maintenance, Landlord compliance letters, Ovens, New tenant

In Attendance: Lynda A, Mary, Ben, John (facilitator, Richard, Kathy A, Kay, Kellie (notes), Becca, Vicky, Susan, Naomi, Elaine.

Distributed:

From: WCGG on behalf of Kellie Henderson

Sent: Sunday, October 15, 2017 8:22 AM

To: WaCoHo Mangement; Wasatch Commons Google Group

Subject: [WaCoHo] Management notes 10/3

Minutes of Management Committee Meeting, on Tuesday, October 3, 2017

John will follow up with the insurance company about specifically what is needed to stabilize north field play structure

John will contact an attorney who specializes in condo law.

Kellie and Becca will find electricians and handy people to do the ovens

Mary will verify the city boundaries on our property and whether they are responsible for tree maintenance on the border of our property

Mary will talk to someone about the cement on the path

Kay will look into service contracts for CH appliances

All management members are encouraged to read the draft reserve study by Dale

Ben will circulate 2017 budget vs actuals to community

Susan will call Mendenhall about reset of the washer.

Action Item updates:

Playground climber stabilized by the play structure committee. Need to point out to the committee that the changes are not adequate; needs something soft under there. John will follow up with the insurance company about specifically what is needed.

Ben did not draft a paragraph for landlord compliance, however, the necessary verbage is in the bylaws. Some landlords find the requirements confusing, but landlords can copy and paste requirements from bylaws into their leases.

Ben was not able to get ahold of attorney (James Harwood). Would it be beneficial to find an attorney who specializes in condo law?

Action Item: John will contact an attorney who specializes in condo law.

Becca sent an email to the community asking for volunteers to take on the fascia repair project. This project could be taken on now, but it might be too cold for necessary painting.

There is also the option to replace the wood fascia with metal.

Do we have a locking file cabinet for the inner office?

Financial update

Linda Reed submitted her financial report regarding insurance and status of arrears to the community

Roofing was paid for out of checking account.

What are reserve funds used for? Traditionally, reserve funds have paid for "capital" expenses, ie replacements or upgrades to the property. Per the Condo Ownership Act, the reserves are for specific items that fall outside the regular operating budget. We do not have the ability to write checks out of the reserve account.

All management members are encouraged to read the reserve item

Ben will circulate 2017 budget vs actuals to community.

We have received $550 from credit card in cash back.

Trees

Lynda sent copy to the community of arborist's report, which includes a prioritized list of tree work.

Trees identified for removal by both arborists are behind Mel & Annalise's and Susan &

Richard's homes. The trunks have an almost horizontal slope and are leaning towards neighboring backyard. The tree growth cannot be corrected, hence why these trees were identified for removal. The arborist recommended that cold weather was the best time of year to do trees- trees are easier to deal with (fewer leaves, growth inhibited), cheaper, slower time of year for the removal companies. January is the recommended month.

Scott Dickson (neighborhood tree guy) will resume work for us again after Thanksgiving.

We will use recommendations of the arborist friend of Vaughn's regarding what trees to replace the outgoing siberian elms.

Need to appropriate tree maintenance funds that we didn't use this year for next year's tree removal.

Should we plant new trees in the fall before the removal of the old trees? Could they be planted far enough that they wouldn't be damaged when the old trees come down? Mary already has some trees she bought at half price. Would need volunteers and a team to put the trees in.

What about the large raised area of the path by Kathy A's unit? Can't reset the bricks without removing the tree and the roots. An arborist would not consider this tripping hazard and potential liability and would not be reflected on their priority list, but management will consider this when making the final list. Management will confer with the person who originally laid the bricks that Linda WG contacted.

Maintenance

There are several fall maintenance items that need to be done around the property

Management also cheers the efforts of Meagan in fixing the dishwasher.

Action Item: Susan will call Mendenhall about reset of the washer

Landlord compliance letters

John drafted letters for all landlords asking for a lease that is compliant with the bylaws.

Management has collected leases from most tenants, these letters are to notify that leases must include a section from the bylaws in order to be in compliance.

Ovens

There is another electrician coming on Thursday for a bid. Will update next meeting.

New tenant

Per bylaws, management must meet with prospective tenants. Traditionally, management has designated welcoming to meet with new tenant. Vicky and Elaine have met with new prospective tenant Tim to convey the co-housing requirements. There was some discussion on how to ensure that rental units benefit the community and renters follow community guidelines.

Meeting Minutes

Management Committee

Wednesday, September 20, 2017

.

Topics: Topics: Sewer issues and scoping, tree walkthrough, Ovens, Reserve Analysis, Office Door, Washing Door, Dishwasher, Inner office

Decisions: Decision: Management will cover the cost of plumber in Aitch and Lucas's unit.

In attendance: Kay (facilitating), Ben, Mary, Lynda A, Kellie (notes), Kathy A, Richard, Becca.

Distributed:

From: wc @ gg.com on behalf of Kellie Henderson

Sent: Wednesday, September 20, 2017 10:32 PM

To: WC GG

Subject: [WaCoHo] 9/18 management minutes

Minutes of Management Committee Meeting, on Wednesday, September 20, 2017

Action items updates from last meeting:

- Mary: agreed with hazard arborist on tree maintenance/removal. Will forego her suggestions in lieu of what arborist reports

- Becca: Lucas is still following up with committee on play structure

- Ben spoke with a lawyer (James Harward) about HOA bylaws, he is very familiar with process. Normal hourly rate is $350/hr, with Ben's discount is $265/hr. Can also be paid a $500-$1500 retainer fee to keep him on call.

-Ben followed up with someone from the fire department, they stated the 20 ft path requirement is part of the international fire code to get up close to the houses when fighting house fires.

New/ongoing Action Items:

Ben will draft a paragraph as an amendment to leases about tenant compliance to community rules

Ben will ask lawyer about what changes to CC&Rs banks need to approve and about HOA responsibility to sewer line to individual houses

Becca will send out an email asking for volunteers to take on the fascia project this spring. She will also confer with Linda WG

Lynda A will contact Diamond tree service

Mary will verify the city boundaries on our property and whether they are responsible for tree maintenance on the border of our property

Mary will talk to someone about the cement on the path

Becca will contact Elaine and ask who did her pavers

Kay will look into service contracts for above appliances

Kay will get homeowner information from each condo unit

Lynda will call about getting a lock replacement

Lynda A will look into getting a locking file cabinet.

Topics: Sewer issues and scoping, tree walkthrough, Ovens, Reserve Analysis, Office Door, Washing Door, Dishwasher, Inner office

Sewer scoping

Plumbing company responded to unit Lucas and Aitch's unit. The problem is 48 feet out (likely the main sewer line) and caused by a tree root.

From the homeowner's sewer line to the main sewer line is the homeowner's responsibility. When a problem is caused by a tree or bush this is a grey area.

Decision: Management will cover the cost of plumber in Aitch and Lucas's unit.

Get unit owners to pour anti-root agents down drains once a month?

Tree walkthrough

There are two trees mentioned by each arborist consulted as being a problem; the trees behind Annalise & Mel's unit and Susan & Richard's unit. Not cost effective to maintain the trees, best to remove them. Management will communicate with the rest of the community and keep them updated about the potential removal of these two trees.

Action Item: Lynda A will contact Diamond tree service

Ovens

This is still on the agenda for management.

Reserve Analysis

Dale Gifford sent a rough draft to the management email with some questions for management.

CC&Rs

Kay has received ownership information from 11 units but still need 15 units.

Office door

The sliding door to the office in the Common House has a bad lock.

Action Item: Lynda will call about getting a lock replacement

Washing Machine

There is an error code flashing on the laundry machine stating there is something wrong with the controls. It's possible to just reset the machine and it might reset the code.

Dishwasher

Kathy A mentioned the pan under the dishwasher looks partially removed and the inside is caked with minerals. This could be a filter problem, but replacement is $200 every few months so it was decided to clean with citric acid regularly.

Inner office

The inner office has sensitive information in the filing cabinet. It's needed to replace the filing cabinet with a locking cabinet.

Action Item: Lynda A will look into getting a locking file cabinet.

Meeting Minutes

Management Committee

Tuesday, September 5, 2017

.

Topics: smoke detectors, tree work & hazard arborist, central path emergency access

Facilitating: Becca. Notes: Kellie. In attendance: Lynda, Becca, Kellie, Linda R, John G, Ben, Linda WG, Mary, Kay, Susan, Carol.

Distributed:

From: Wasatch Commons on behalf of Kellie Henderson

Sent: Wednesday, September 6, 2017 2:43 PM

To: Wasatch Commons Google Group; WaCoHo Mangement

Subject: [WaCoHo] management meeting minutes 9/6 [sic. 9/5/2017]

Minutes of Management Committee Meeting, on Tuesday, September 5, 2017

Action Items

Becca will tell Annalise that smoke/heat/CO detectors are part of work party

Kellie will send email to community with theory as to why detectors are going off

Mary will come up with a list of tree work that she thinks is a priority

Lynda A will contact a hazard arborist for a property walk through

Mary will verify the city boundaries on our property and whether they are responsible for tree maintenance on the border of our property

Becca will talk to Lucas about the play structure

Becca will ask community for volunteers for fascia project

Mary will talk to someone about the cement on the path

Becca will contact Elaine and ask who did her pavers

Kay will look into service contracts for above appliances

Mary will ask Scott Price if he's still interested in looking into landscaping contract

Becca will talk to process about getting fire extinguisher walkthrough done at ACM

Ongoing Action Items:

Kay to assemble list of ownership status for each unit, including mortgage holder information;

John to set meeting for working committee;

Kay to doc-compare current and proposed bylaws [CC&R] as starting point for committee

Ben to look into opening savings account

Kellie will look into snow removal contracts

Kellie will talk to contractors about wiring new electric ovens

Action Items update from last meeting

John will go ahead with setting up the working group

Kay still needs to assemble ownership status for each unit

John: Set meeting with working CC&R committee

Still need to send compliance letter to landlords

Ben: talked to the city, the city said the 20 ft rule was a fire department rule. He left a voicemail with the fire department and they will call back

Maintenance Minute

Smoke/Heat detectors

Mary suggested it's likely bugs getting in and causing the chirping. The detector was not chirping during management meeting. The batteries do need to be changed each year.

Suggestion: tie in smoke detector change to the next work party (deep clean of sitting room). Will need the help of community members who are familiar with locations of detectors and a very tall ladder (and preferably a very tall person :) ).

Action Item: Becca will tell Annalise that smoke/heat/CO detectors are part of work party

Action Item: Kellie will send email to community with theory as to why they are going off

Lights outside Common House

Lights on the west side of the Common House have to be reset and they are malfunctioning. Richard usually sets them but he is gone till the 17th. An electrician will look at them on Wednesday (9/6).

Roofs

They are scheduled to start at 7am on Wednesday!

Trees - Hazard Arborist

Scott Dixon may be coming this weekend to work.

Linda WG researched a list of hazard arborists to consult with us on which trees are a priority.

Action Item: Mary will come up with a list of tree work that she thinks is a priority

Action Item: Lynda wiill contact a hazard arborist for a property walk through

Action Item: Mary will verify the city boundaries on our property and whether they are responsible for tree maintenance on the border of our property

Snow Removal Contract

Action Item: Kellie will get a snow removal contact

Financial Minute

Linda R sent her bookkeeper's report .

Only two units owe major amounts to Wasatch Commons. Progress!

Linda is looking into tax returns for Wasatch Commons and wants to make sure the taxes were filed for CROWN. From the memory of those on management last year, taxes for CROWN [were done] and associated bank accounts were all closed.

Linda R is also requesting more communication from management, specifically about transactions made on the credit card. It can be hard to categorize transactions and she needs to verify what they were for. It was agreed that Ben will send Linda the card statements.

Ongoing management projects

Projects need accountability, and it can help us to assign a person to the task. There are several unfinished tasks that we need to move along. Next year are management elections where new members will join and old members will leave the board. We will also be moving on to focus on the budget soon.

Sewer scoping

Action Item: John will contact sewer scoping person.

North Field Structure

Action Item for Becca to talk to Lucas about the play structure

Updating CC&Rs

John is assigned to this task

Fascia

Do we want to paint or maintain or replace? No volunteers for this project.

Decision: Ask community who can take fascia project on. If not, roll this task over till next year.

Action Item: Becca will ask community for volunteers for fascia project

Pathway cleanup:

Action Item: Mary will talk to someone about the cement on the path

Action Item: Becca will contact Elaine and ask who did her pavers

Reserve Analysis

Ben assigned to this

Ovens

Kellie and Becca assigned to this

Maintenance Agreements with heaters, coolers, washers, dryers, etc

Action Item: Kay will look into service contracts for above appliances

Snow Removal

Kellie assigned

Landscaping contract

Action Item: Mary will ask Scott Price if he's still interested in looking into this.

Safety/Fire extinguishers

Action Item: Becca will talk to process about getting fire extinguisher walkthrough done at ACM

Facilitation schedule:

Kay facilitates next meeting

Next schedule:

Addendum

From John Garrison, Thursday, September 7, 2017 6:14 PM

Hi Kellie--

Thanks for the extraordinarily quick action circulating the meeting notes! Greatly appreciated by all, I'm certain...

Updates:

  1. Landlord Compliance letters --are ready to go EXCEPT WE NEED (a) Han's Cheyenne St address; (b) Ann's last name spelling and address. HELP PLEASE
  2. Sewers--spoke with Mark Mathison, owner of Remarkable, www.remarkablerooter.com, about Sewer maintenance. In his opinion, a 20-year old sewer system is young; unless there are extenuating circumstances, he recommends against "wasting money on a video inspection". generally, his service is available on a same-day basis, although there is a surcharge for weekend or night service. They will drill out any small drain up to 120 feet from the cleanout for $140. If the cleanout is not accessible, they will clean out from the toilet with a $80 toilet removal charge (or we can remove the toilet ourselves and save the $80). Video inspection services are $250, the video is available to us on YouTube. Regarding roots interference, he said that a cleanout from aggressive root growth may only last 2 years before requiring another cleanout. We did not discuss options to address root issues. Bottom line--we've got a resource that we should be very comfortable with -- and is not RotoRooter.
  3. Roofers worked today primarily on one roof tear-off; more activity tomorrow. Happy to say they did a workaround to avoid setting up dumpsters in the pathway.
  4. Snow, Landscape, Paving -- Lindawg set a meet with a highly regarded resource for tomorrow morning, details sent out to mgmt in a separate notice.

John

Meeting Minutes

Management Committee

Tuesday, August 15, 2017

.

Present: Kellie, Kathy A., Ben, Kay, Mary, John.

Distributed:

From: Wasatch Commons Mgt on behalf of John Garrison

Sent: Saturday, August 19, 2017 8:48 AM

To: WaCoHo Mangement

Subject: [wasatch mgt] 8/15 mgmt meeting notes

Minutes of Management Committee Meeting, on Tuesday, August 15, 2017

Action Items

John G to notify community of roof schedule

Mary will provide sewer scope contact information for follow-up

Kay to assemble list of ownership status for each unit, including mortgage holder information;

John to set meeting for working committee;

Kay to doc-compare current and proposed by laws as starting point for committee

Ben to look into opening savings account

Mgmt to send compliance notification reminder letter to each landlord requiring lease copies

Ben checking with city planning department on 20' roadway requirements for WC

General Items:

Process committee request: CH guest room usage discussion at next ACM

Process committee request: schedule Ben's co-housing highlights presentation at next ACM

Review and approval of 8/1 meeting minutes

Management meeting times for balance of year changed to 7:30 pm start time

Maintenance minute: Roofing project start date is Sept 6; John G to notify community; Mary will provide sewer scope contact information for follow-up; North Field light components arrived, next step is modifying parts and bringing electrician out for install

Landscape update: branches on roof segments to be redone next month will be removed by Matt and Mary; Linda W-G provided name of risk arborist for Lynda A follow-up (Lynda A not present);

Declaration and CC&R review: Kay to assemble list of ownership status for each unit, including mortgage holder information; mortgage holders' approval necessary for any changes; John to set meeting for working committee; Kay to doc-compare current and proposed by laws as starting point for committee

Financial update: Linda R. making great progress in streamlining the community financial information; Ben to look into opening savings account & move any funds over 2 months operating expenses from the checking account to the savings account to earn interest

Landlord compliance: management will send compliance notification reminder letter to each landlord requiring lease copies. Landlord current address file needs updating.

Discussion around new insurance policy bill. Resident reminder that management committee is the only entity to enter Wasatch Commons into contracts.

Discussion around common pathway through the community and the legal requirement for the pathway to be 20' wide roadway for emergency vehicle access. This was part of the original community design, Ben checking with city planning department to learn more.

Discussion on CH guest room usage and contributions. Suggestion to post a contribution notice in room along with pre-printed envelopes for contributions; also discussed cleaning options, as not all hosts are cleaning after their guest stays. Ideas to be discussed at next ACM

Ben and Esther toured co-housing communities in Colorado, and gathered information on co-housing life and operations from their perspectives. Ben will present the highlights at the next ACM

Meeting Minutes

Management Committee

Tuesday, August 15, 2017

.

Topics: Topics: Approval of minutes, Financial update, Maintenance minute: work parties/trees/common path, CC&Rs, Roofing update, North Field Play Structure, leases

In attendance: Lynda A, Becca, Linda reed, Ben, Kathy A, Hans, Vicky, Kay, Jon, Mary, Kellie (notes), Naomi.

Distributed:

From: WCGG on behalf of Kellie Henderson

Sent: Tuesday, August 15, 2017 7:08 PM

To: Wasatch Commons Google Group

Subject: [WaCoHo] Re: Management minutes 8/1

Minutes of Management Committee Meeting, on Tuesday, August 15, 2017

Whoops! Let's try that again!

Action Items

John will call Scott Hirschi (insurance agent) and try and figure out what happened/ if he was contacted by anyone in the community

Mary will give written list of high priority tree work to management

John will consult with Linda WG about getting a hazard arborist to come out and evaluate the property.

Mary will talk to sprinkler people and get sewer scope recommendation.

Ben will look for attorney recoendations and get back to us

Becca will talk to Hans about getting copies of the leases. Will find out where the physical copies went.

Kay will look into West Berm flooding.

Financial update

-Linda Reed is still working on updating the accounts receivable to make sure everything is matching and entered correctly.

-Linda R. received a letter notifying the community that a policy issues by CNA Assurity for a

"dishonesty rider" was cancelled, and they issued a $122 refund. Management was not aware this policy existed or that it had been cancelled. This policy probably covers the HOA from fraudulent actions of board members.

Action Item: John will call Scott Hirschi (insurance agent) and try and figure out what happened/ if he was contacted by anyone in the community

It's easier if one person in the community is the point person for the insurance company to decrease the chance of wires being crossed and miscommunications.

-Mary reimbursed the community for her 2014 and 2016 water usage.

- There was an incident in 2014 where Mary hired a tree maintenance person personally and had them do work on the community as well. Management, at the time, agreed to reimburse her

$200. Hans recalled that Mary was reimbursed for that money

Maintenance

Washing Machine

Has been delivered and is hooked up, but not pushed into wall. Update: the washing machine is pushed back into the wall & ready to use

Dryer not working?

The outside vents are blocked with debri. They need to be cleaned out every two months.

Work party summary

The most recent work party was a success (linseed oil application to dumpster enclosures).

Best to use a pressure washer next time.

Next work party?

Still too hot to work outside or finish the gutters. It was suggested that we could work on the common house one room at a time and do a deep clean.

Decision: next work party will clean the sitting room. Get volunteers from ACM.

Trees

Ty Harrison was an professor and a friend of Vaughn (former community member) who walked through the community and gave an ecological email, including a tree assessment, in

2010. Use these estimates and get an estimate on tree removal from Diamond service.

Action Item: Mary will give written list of high priority tree work to management

Who can remove a tree? There are various opinions on the prorities of tree removal, but it's important that we respect that trees belong to all of us as community members. Individuals cannot make executive decisions to remove trees on their own. Management will instead come up with a plan for tree removal based on consultation with various experts.

Action item: John will consult with Linda WG about getting a hazard arborist to come out and evaluate the property.

Mary will talk to sprinkler people and get sewer scope recommendation.

Gravel

Putting in gravel in your front yard where it meets the common path can make mowing hazardous. Important to keep it clear, don't obstruct it.

Cc&rs

Our HOA free schedule is not in legal compliance with our CC&RS. We consented the changes but haven't filed them. Previously, some of the banks objected to some of the changes, even though the language did not apply to them because it didn't change their allocation. Is it possible to only submit the changes that have to do with allocation?

Should we use a different attorney this time? He was careful and made good suggestions but perhaps the tactics could be improved. We will still use the draft that was created regardless.

Can we consult as a management committee with the attorney? Fe is $220/hour.

Action item: Ben will look for attorney recoendations and get back to us.

Roofing update

John sent out a helpful table with the list of roofing segments repaired. Roofing is scheduled for the end of August.

North Field Play Structure Update

Lucas will email the community with a decision.

Leases

Where to store these leases? We can put a copy in a locked cabinet in the office.

Action item: Becca will talk to Hans about getting copies of the leases. Will find out where the physical copies went.

Kay will look into West Berm flooding.

On Aug 15, 2017 7:00 PM, Kellie Henderson wrote:

Becca will talk to Hans about getting copies of the leases. Will find out where the physical copies went.

Kay will look into West Berm flooding.

Meeting Minutes

Management Committee

Tuesday, July 18, 2017

.

Topics: Topics: Approval of minutes, Follow ups from last MTG, Maintenance minute, Landscaping, Snow removal, Patio update behind unit 5

In attendance: Kathy A, Ben (facilitator), Kellie (notes), Becca, Lynda A, Linda WG, Kay.

Distributed:

From: WCGG on behalf of Kellie Henderson

Sent: Tuesday, August 1, 2017 7:06 PM

To: Wasatch Commons Google Group

Subject: [WaCoHo] 7/18 management minutes

Minutes of Management Committee Meeting, on Tuesday, July 18, 2017

Action Items

Becca will talk to north field play structure committee and get a decision on repair or replace as well as a deadline

Lynda a will ask Mike P.

Kay will ask Mary about getting sewers scoped.

Ben will ask Linda Reed who has repaired stucco in the past.

: Kellie will contact contractors for snow removal in the winter

Ben Will talk to unit 5 and ok the patio bricks.

Kay will look up the declaration.***Follow ups from last meeting**

- Linda WG is still narrowing down the list of hazard arborists

- Linda WG is still looking for a cylinder for the north field light, trying to get ahold of suppliers

- Northfield play structure update: Mary would like to stabilize the structure and will give a proposal to the committee.

**Maintenance minute**

- Washing machine was scheduled to arrive on Monday but that didn't happen. Ben will call them. Can we use the existing hoses? We will ask the repairman if they will hold. up

-Work parties

Are these a management or ACM task? Management is, for now, de facto maintenance and, since members are elected and come to most meetings, follow up is easier.

Decision: Come up with a structure and get volunteers from ACM

What work can community members do that Matt Noorda is getting paid to do now? Can we finish the gutters from the first work party? Probably too hot.

Decision: plan a work party and announce and ask for volunteers at next ACM. Will be cleaning and oiling dumpster enclosures.

- Sewers

Susan and Richard are getting nervous about their sewer system as the pipe is still broken.

Is it our responsibility? The CC&Rs say no, but does the Condo Act trump them? If we cover this repair, does it set a bad precedent?

First step: Consult a lawyer to read CC&Rs and give advice.

Second: Consult lawyer who drafted them.

Third: Talk to community.

Action Item: Lynda a will ask Mike P.

Kay will ask Mary about getting sewers scoped.

-Fascia.

Starting to rot. Should we paint it? Eventually should replace with metal. Decision: repaint this year, then look into replacement.

-Repair stucco on Lynda's unit

Action item: Ben will ask Linda Reed who has repaired stucco in the past.

**Landscaping**

Trees

Kathy A spoke with management about the trees on the property. During her tenure on management, they had decided to eventually remove all the Siberian Elms. They had an expert do an ecological assessment of the trees and he recommended removal for many reasons. They don't attract song birds, etc.

Wild Bill, who evaluated our property several weeks ago, is a hazard arborist and recommended removal of only a few of the elms. He said they were good shade trees and cost of removal would be prohibitive.

Next steps? Still need more information and to get evaluation from other tree companies.

Probably doesn't need a proposal.

**Snow removal**

Action item: Kellie will contact contractors for snow removal in the winter

**Unit 5 patio upgrade**

Just replacing pavers with bricks, similar to common path. At some point will build a free standing gazebo that will be removable.

What has been done historically about structures built in limited common area? There was some discussion on how to handle. This will require further research.

Action Item: Ben Will talk to unit 5 and ok the patio bricks.

Kay will look up the declaration.

Addendum

Meeting Minutes

Management Committee

Tuesday, July 11, 2017

.

Topics: Topics: approval of minutes, reserve analysis, tree servicing, landscaping, washing machine replacement, roofing, FHA, north field light, ovens, Marks locked gate, north field play structure, leases from renters, roof repair in #20, patio upgrade in unit 5

Attendees: Becca, Kathy K, Lynda A, Kellie (notes), Susan, Richard, John, Mary, Ben, Linda WG, Kay, Naomi.

Distributed:

From: WCGG on behalf of Kellie Henderson

Sent: Tuesday, July 18, 2017 6:44 PM

To: Wasatch Commons Google Group

Subject: [WaCoHo] Management minutes 7/11

Minutes of Management Committee Meeting, on Tuesday, July 11, 2017

Action Items

Lynda A will contact a second tree service as well as Diamond tree service for a second opinion.

Mary will talk to Scott Dixon and get a priority list of tree work

Linda WG will contact hazard arborist.

John will make appointment with roofers?

Linda WG and Kathy K will go forward with fixing the light

Kellie will get updated quotes from electricians for electrical work and contact Steve Harris.

Becca will talk to Lucas about the north field play structure**Reserve Analysis**

Haven't heard anything from Dale since the walk through. He has the paperwork he needs, though he hasn't asked for HOA rates, etc.

**Tree Service**

Lynda did a walkthrough with Wild Bill's tree service and took copious notes. There are a list of trees that need removal or maintenance and suggested the community prioritize the trees. He recommends we do 2-3 of necessary work then maintenance there after.

There was some discussion as to whether this tree service was too conservative since the goal is to preserve trees whenever possible. Maintenance over time can be costly, especially with problem trees.

Action Item: Lynda A will contact a second tree service as well as Diamond tree service for a second opinion.

Mary will talk to Scott Dixon and get a priority list of tree work

Linda WG will contact hazard arborist.

**Landscaping update**

Kay mended irrigation on Utah street. Compost was spread on the lawn. Mary and Alex worked in the East Berm.

We now have 2 more fire extinguishers. Thanks Mary!!

**Washing machine replacement**

Kathy K presented the recommendations for a new washing machine as decided by the ad hoc washing machine committee. They recommend a Samsung residential unit. Commercial units are twice as much as residential. A unit with a charge attached would only be available for commercial units, so that discussoon was tabled for the time being.

Mary would like to have the old washing machine.

Decision: Purchase new machine with credit card.

**Roofs**

$23,000 for the roofs on the list( 14 roof segments). We are ready to start work.

Do we need to do every roof on the list? If we do fewer segments the price per square goes up.

Between this year's and last year's list we'll have fewer roofs to do over the next few years.

If roofers take credit card we can get cash back.

Decision: schedule roofers to come out.

**FHA **

Kathy K submitted the paperwork for FHA approval after initial rejection. We now have the required level of fidelity insurance.

**North Field Light**

Found replacement cap and cylinder. $300 or less cost estimate.

Decision: approve the funds.

Action item: Linda WG and Kathy K will go forward with fixing the light.

**Mark's locked gate **

Mark made copies of the key to the lock on his back gate. Lynda a made a copy and put it in the key box.

**Ovens**

There is a sale on ovens that ends tomorrow. At this point, we're not ready to purchase and can wait until the labor day sale.

Most of the oven models that were considered had a 1 year warranty. However, if we purchase with the credit card it gives us an additional warranty. Most double wall oven models have at least one convection oven.

Action item: Kellie will get updated quotes from electricians for electrical work and contact

Steve Harris.

**North Field light**

Need to consult with play structure committee.

Action Item: Becca will talk to Lucas about the north field play structure

**Land lord lease collection**

Still need lease for unit #14, Scott and Marina can't find their lease.

**Roof repair unit 20**

Mel and Annalise submitted a receipt for work done on the ceiling of their unit due to a leaky roof. This won't be covered by homeowners insurance (too low for deductible).

Decision: reimburse Mel and Annalise.

**Patio upgrade on unit 5**

Joel sent an email notifying management of some adjustments he wants to make to his back patio. After some discussion, management's best practice recommendations are:

- talk to your immediate neighbors about the project.

- make an announcement at ACM.

There was some confusion about what to do if the project involves a structure (ie an arbor) constructed on the limited common area.

Decision: Ask unit 5 for clarification on their project.

Addendum

Meeting Minutes

Management Committee

Tuesday, June 20, 2017

.

Attending: Kay Argyle, John Garrison, Ben Trueman, Lynda Angelastro, Becca Smith, Carol Smith, Myste Spencer, Kathy Kittrell.

Distributed:

From: Wasatch Commons G.G. on behalf of Lynda Angelastro

Sent: Wednesday, June 21, 2017 12:04 PM

To:Wasatch Commons Google Group

Subject: [WaCoHo] Minutes of 20 June, 2017 Management Meeting

Minutes of Management Committee Meeting, on Tuesday, June 20, 2017

Action Items

Becca will send an email noting that our next Management Meeting will be on the 11th July, instead of the 4th.

Myste will contact David Morrison and Dean Pataja to get quotes for repairing the pavers in front of her unit.

Kay will look for the brick pavers consensed agreement.

Ben will pay the Concierge Cooler for starting up the swamp coolers in the Common House and garage.

Each member of Management will check to see if they have any conflicts with the new facilitation schedule.

John, Lynda, Joel and Mary will meet with Reserve Analysis preparer at 10 am on Tuesday 27th June. John will invite others interested.

Lynda will contact new tree service in Bountiful and arrange for walk through. Will then publish date and invite others.

Kathy K and her group will do more research on washing machines and report at next Management Meeting.

Ben will be sure existing bills are charged to our credit card to ensure we profit from generous first month credit refund.

Kathy K and the North Field Light group will send a written estimate to Management for consideration.

Kathy K will follow up with insurance agent about cost of raising fidelity bond to qualify us for FHA certification.

Kathy K will send invitation to community for ad hoc committee concerning changing table. Proposal then to go to ACM.

Becca will contact Lucas to determine outcome of North Field play structure discussion so John can get back to insurance person.

Swamp Cooler Shutdown

Myste updated us on the Concierge Cooler Service visit. Repairs were needed to CH and Workshop coolers. Concierge proposes a $20 shutdown fee to be arranged by Myste and done for all participants on the same day. Ben will pay bill for the Common House and Workshop charges.

Myste's Grassy Pavers

Myste asked again about the grassy paver situation outside her house that was consensed to be repaired by the community several years ago. Kay will find that documentation, Myste will get bids.

Facilitation Schedule

The next few months' Facilitation Schedule was proposed. Board members will double check for conflicts.

Reserve Analysis Walk Through

Date is Tuesday June 27th at 10 am. Meet at Common House if you are interested in walking the property for this meeting. Expected to be several hours.

New Tree Service

Lynda has obtained numbers for a new tree service out of Bountiful. She will contact them and arrange a walk through. Time and date will be posted so that interested community members can attend.

Washing Machine Update

The Washing Machine group has come up with many interesting facts about repairing or replacing washing machines, but more info is coming in. Committee will finish research and present at next Management Meeting.

Roofing Update

John will prioritize needed roof repairs and come up with a plan that will take care of the most urgent roofing needs with any remaining repairs to be made based on suggestions from the Reserve Analysis study.

Watering Update

Kay has been able to fix water to the West Berm and it is now operational.

Financial Update

Linda Reed emailed Management with our latest finacial documents. All HOA fees were paid this month and no unit incurred late fees. Ben is trying to have us pay as many bills as possible using our new credit card as it gives us a substantial rebate.

North Field Lighting Update

Committee has met and has worked out which lighting fixtures they need. Will send an estimate to Management.

FHA Rejection

We now meet most of the criteria for FHA approval, however the FHA is still rejecting our application because our fidelity bond insurance is not high enough. Kathy K will follow through with our insurance company to find out how much it will cost to increase this bond from 100K to 135K and then email Management so they can authorize this last roadblock.

Changing Table in Handicapped Bathroom in CH

Kathy K will form an ad hoc committee to research and recommend a wall-mounted changing table. Brief proposal will then be brought to an ACM.

Solar Panels

Our solar panels are now connected to the Internet and can tell us how much power we are generating and if individual panels are faulty.

North Field Play Structure

We are still waiting to know what has been decided about the North Field play structure so that John can respond to the insurance company. Becca will contact committee chair to find out.

Meeting adjourned with next meeting to be held July 11, 2017

Addendum

Meeting Minutes

Management Committee

Tuesday, May 16, 2017

.

Topics: Topics: Approval of minutes, Follow-up from last mtg, Maintenance minute, Financial Minute, Sale of Anne's unit, Roofing, Bees in Unit 25, Oven update

In attendance: Anne, Susan, Kellie (notes), Ben, Becca, Lynda, Richard, Scott, Hans, Marina, Annalise, Mel, Mary, Kay, (later: Carol).

Distributed:

From: WCGG on behalf of Kellie Henderson

Sent: Wednesday, May 17, 2017 9:46 PM

To: Wasatch Commons Google Group

Subject: [WaCoHo] May 16th Management Minutes

Minutes of Management Committee Meeting, on Tuesday, May 16, 2017

Action Items

Ben will follow up with Joel about renter agreement.

Kay will try and find some buckets and scoops for the work party Saturday

Ben will ask Scott Hirschi who pays to fix the sewer pipe below Susan's unit and ask if we can pay insurance with a credit card

Ben will finish reserve transfer over to the Spark bank account.

Mary will shop around for other quotes for fire extinguisher servicing, then will choose a company and make an appointment.

Becca will talk to Process committee about the future of the North Field play structure, as well as work parties on an ongoing basis.

Becca will label the new mower as "lawns only"

Lynda A will notify the community via email this mower is only to be used on lawns

Becca will acquire the manual for the electric lawn mower. If manual is acquired, buy a replacement battery.

Lynda A will email John about Susan's swamp cooler and Annalise and Mel's roofing issues

Becca will ask Ace disposal if they charge a fee when paying by credit card

Ben will do more research on credit cards.

Kellie will follow up with Joel about plan for oven electrical

(from last meeting)

Kellie will get more information from electricians about ovens like, what info does the electrician need before we buy? Double oven or two separate ovens?

Becca will research ovens.

Ben will research alternatives to Chase bank.

Updates from last meeting:

Action Item: Ben will follow up with Joel about renter agreement.

Work parties

Becca and Kellie were tasked with planning the work party for Saturday, May 20th from 10am-noon. The plan is to encourage the entire community to clean their first story rain gutters and spray any wasp nests on their property and common property.

I. Plan

-Tackle the roofs in teams. Only have 2 or 3 ladders.

-Have at least two "point people" who remain by the common house to pass out equipment, give instructions, and organize teams

II. Equipment

Roots

When Roto-rooter responded to Susan's unit they said the root problem could be caused by tree or bush roots. If the trees and bushes are watered properly they won't go searching out sewer pipes for water.

What kind of sewer pipes do we have? Most pipes are plastic or concrete. Kay believes we have concrete pipes.

Every time this problem is brought up in management, the issue is difficult to tackle because the scope of the problem is unknown. Scoping of sewer pipes is needed to ascertain if other units are affected and if the issue is ongoing. Do we have a map of the sewer line? We possibly have a map with the construction drawings, however, these maps might be inaccurate.

Per Roto-rooter, the sewer pipe below Susan's unit is still broken. Who pays to replace it, the HOA's insurance or the homeowner's? Will discuss further at the next meeting.

Action Item: Ben will ask Scott Hirschi who pays to fix the sewer pipe below Susan's unit

Financial

Updates from Ben.

-Monthly statements are being emailed to the community

-Quickbooks allows free ACH transfers. Ben sent out a consent form for people to fill out authorizing automatic transfers from their bank account to our account. This is preferable to having to deposit paper checks.

Safety and Security

Richard bought the camera from Costco that he mentioned the previous meeting, but it had poor resolution so he returned it.

Second story gutter cleaning

Matt agreed to do the second story rain gutters, but unknown when he will follow up.

Spark Bank Account for Reserve Funds

Spark account is set up and ready to go, but a few test deposits must be made before the reserve funds can be transferred. This is tricky because we don't have online access to the Federal Credit Union account, so Ben is having to drive down to the branch to verify the deposited amounts. He believes it should be complete by this weekend, however.

Action Item: Ben will finish reserve transfer over to the Spark bank account.

Insurance Walk-through

John and Lynda A attended the second walk-through risk assessment with the insurance company. A few things:

-Fire extinguishers in the common house need to be serviced a. Mary called a company that services fire extinguishers, they charge $20/extinguisher, which is a good price. b. Insurance company also suggested we get a second fire extinguisher for the kitchen.

Action Item: Mary will shop around for other quotes for fire extinguisher servicing, then will choose a company and make an appointment.

-Play structure by the common house is sturdy and safe, insurance rep had a few minor suggestions for added safety

-North Field play structure, however, is not anchored securely and moved a few inches when pushed. It needs to be destroyed. This will be discussed at an ACM

Action Item: Becca will talk to Process committee about the future of the North Field play structure, as well as work parties on an ongoing basis.

Maintenance Minute

Lawn mowers

Carol bought a new lawn mower that works! Carol doesn't want to be reimbursed, but the community can use the mower and will pay to maintain it. To prevent the pitfalls of other mowers on the property, this one will only be used to mow lawns, not berms, which can be rough on a mower.

Action Item: Becca will label the new mower as "lawns only"

Lynda A will notify the community via email this mower is only to be used on lawns

One of our mowers was used to mow the berms and the rubber tread came off. Mary had it serviced and the parts should be here in a few days. The other gas mower is working, per Mike W's test.

The electric mower isn't working, and several people strongly suspect it is a battery issue. To avoid unnecessary service fees, it was decided to replace the battery first.

Action Item: Becca will acquire the manual for the electric lawn mower. If manual is acquired, buy a replacement battery.

Swamp cooler in Susan's unit

The tubing from Susan's swamp coo ler was wrapped around her roof vent, causing it to leak. Most likely, the roofers did this while working on her unit last year. Should Susan pay Matt to do it and get roofers to reimburse her, or contact

John and get roofers out to fix the tubing?

Action Item: Lynda A will email John about Susan's swamp cooler and Annalise and Mel's roofing issues

Financial Minute

Linda Reed sent an email update to management members:

-Most people have caught up on their outstanding dues since statements were sent out

-Is $25/mo fee harsh? Management: no complaints from community. This fee was consensed so cannot change it without another consensus process. Will report back if complaints when the fee goes into effect in June.

-Spark bank account should be opened later this week. Kay and Kellie are listed as co-signers

-Switched Quickbooks subscription from monthly to annual. This will save us $50/yr

Ben ordered a wifi adapter to get output readings from the solar panels.

Ben will get a chart set up that offers (anonymous) information about what money is owed to the community, etc.

Credit Card

Spark offers a 2% cash business credit card. There is a $59/yr fee, but we recoup the fee if we pay over $3k/year, which would be easy to do if we paid our insurance, water, and other utilities on the card. We would pay the credit card statement from the operational budget.

The city doesn't charge extra to pay a bill via credit card versus automatic bank withdrawal.

Action Item: Becca will ask Ace disposal if they charge a fee when paying by credit card

Ben will do more research on credit cards.

Sale of Anne's unit

Hans has offered to buy Anne's unit, which would make him owner of 3 units in the community, violating FHA rules (no one can own more than 10% of the units). Does this need to go to ACM? Hans mentioned that others are interested in the unit, so he considers that a better solution. Topic is tabled at this time pending a buyer other than Hans.

Roof

New residents Annalise and Mel had a report about their roof. When they moved in to their unit (22), there was water damage on the ceiling from a leak. They were told it was due to the seal on the swamp cooler. According to swamp cooler techs who serviced their swamp cooler recently, this is a roof issue. The roof will need to be replaced, and, to avoid having to install the cooler twice, preferably before the new swamp cooler is installed.

Their question for management is: are they getting new roofs? If so, when? Can they be moved to the top of the list to avoid an extended period without a swamp cooler? Carol mentioned she might be near the top of the list for a roof replacement and offered to let Annalise and Mel go first.

This question brings up general questions about the roofing project: How many roofs are scheduled to be replaced this year? When? How many roofs have to be patched?

Bees

Bees have invaded unit 25. The bees are not inside the living space, but in the ceiling between the first and second floor. There was some discussion about getting a removal company to relocate the bees without killing them, if possible. It was suggested that wire mesh be put on the outside of any holes in unit 25 to prevent this happening again.

Oven update

More information is still pending from the electrical companies who offered the bids on the common house. Joel had an idea to have Steve Harris, electrician, do some of the wiring, have the insured electricians do the rest, and have laborers patch the drywall.

Action Item: Kellie will follow up with Joel about plan for oven electrical

Addendum

Meeting Minutes

Management Committee

Tuesday, May 2, 2017

.

Topics: Topics: Approval of minutes, Follow up from last meeting, Commitee reports, Financial report, Maintenance minute, Calendar

In Attendance: Lynda A, Kellie, Ben, Kay, Richard, Becca, Linda Reed, Carol.

Distributed:

From: WaCoHo Mangement on behalf of Kellie Henderson

Sent: Tuesday, May 16, 2017 5:50 PM

To: WaCoHo Mangement

Subject: [wasatch mgt] Management Minutes May 2nd

Minutes of Management Committee Meeting, on Tuesday, May 2, 2017

Action Items

Becca and Kellie will plan the work party and send an email out!

Kellie will get more information from electricians about ovens like, what info does the electrician need before we buy? Double oven or two separate ovens?

Becca will research ovens.

Ben will research alternatives to Chase bank.

Follow ups from the previous meetings action items:

Roots

Action item from 4.18: "Linda WG and Mary will confer with Marina about root problem. Will return and report to management."

Unknown if Linda Wg, Mary, or Marina were able to talk about the root issue.

Financial statements:

Default to email statements unless otherwise stated? What about people who don't check their email?

Action Item: Ben will make an announcement at the next ACM about emailed statements.

Decision: Will email all statements.

Landlord compliance with bylaws:

Ben sent an email to Joel asking for a lease from his new tenant, as required by bylaws, will follow up.

Kay/late fee:

Kay was tasked with finding out if we consensed over the $25 late fee for HOA dues. As she found out, it was actually consensed twice.

Next steps: Management will notify the community that the late fee is going into effect in June. Fees due on the 1st of the month, then there is a ten day grace period. If not paid by the tenth of the month, a $25/month late fee will be assessed. If a personal situation arises, appointments can be made to talk to management before they might have any issues paying.

Action Item: Ben will send out email telling community we are applying the $25 late fee starting June 1st (effective the 10th), UNLESS specific arrangements are made with management ahead of time.

Wasatch Commons gmail

Last meeting, Ben offered to go through the wasatch commons email and sift through some of the many unread emails. However, he still needs the password.

Committee Reports

Safety and security:

$462 of budget for 2017 left.

Richard has researched some cameras for the community. Unknown what brand they are, but they are sold by

Costco, $350 for 8 cameras. These cameras only record when there is an "event", ie, something sets off the motion sensor. The cameras also come with online access. All 8 cameras would be planned for the two car ports.

Jam club:

Jam club had a successful proposal to use the messy craft room for storage and to get a cabinet.

Landscaping

The person tasked with "re-wiring" the sprinkler system behind the car port gave Mary a date to do the work, but

Kay couldn't recall what the date was.

Maintenance

Matt turned in a time card for 38 hours.

Discussed giving Mary okay to have Matt clean the 2nd story gutters

9% of budget for contract labor used so far.

Financial report.

I. Linda R gave out a hand out of budgets vs actuals and percentage of budget for spending so far this year.

II. Linda R got some old receipts from Mary totalling $341.73. Are they too old?

Decision: Pay them. From now on, ask that receipts be turned in by the end of the budget year.

III. How much credit to give Mary for water? Need to decide actual usage.

IV. New reserve account.

Update: We need to pay money to get the official management list updated. Opening the Spark bank account and transferring reserves there is still in progress. Agreed we won't deposit money into reserves until move is officially made.

V. Accountants a. Who are our accountants, or who is our contact?

Used to be called "Lake, Hill, and Meyers" (?), but now has a new name. Linda R will follow up with Amy and find out if we paid taxes. b, Roofing repairs from last year were booked as a "building asset". This might have tax implications, and it also buries the true cost. We should talk to an accountant about this.

VI. ACH transfers.

There is capability to do ACH transfer through Quickbooks for free. Ben did a test run and he's waiting for it to show up on the bank account. It's unsure how we'd set up recurring transfers, however.

VII. Chase bank.

Multiple members of management have had frustrating experiences with the limited capabilities of Chase banks. Discussed possibility of moving money to another bank.

Action Item: Ben will research alternatives to Chase bank

Maintenance Minute.

The insurance company is doing another walk-through to determine the safety of our property. Location and time TBD.

Action Item: Lynda will send John an email about what's going on with the walk through and ask if he will be there and what we can do.

Oven update:.

Estimates from electricians:

Next step? Someone needs to talk to Steve.

Overall, project will cost between $4-6,000.

Action Item: Kellie will get more information from electricians about ovens like, what info does the electrician need before we buy? Double oven or two different ovens?

Becca will research ovens.

Work party, gutters

Saturday the 20th, 10am-noon.

How many ladders do we need?

Shifts?

How to help?

Action Item: Becca and Kellie will plan and send an email out!

Calendar

Carol mentioned that many people are having trouble accessing the google calendar. Diary emails need to be sent out.

Addendum

Meeting Minutes

Management Committee

Tuesday, April 18, 2017

.

Topics: North field light fixture, Update on previous meeting action items, Maintenance Minute, Financial update, ACH transfers, Alley way, Dog poop, renters

In attendance: Kathy K, Kellie (notes), Ben, Mary, Kay, Linda WG, John G.

Distributed:

From: Wasatch Commons G.G. on behalf of Kellie Henderson

Sent: Sunday, April 23, 2017 10:10 PM

To: Wasatch Commons G.G.

Subject: [WaCoHo] Management minutes 4/18

Minutes of Management Committee Meeting, on Tuesday, April 18, 2017

Action Items

Kathy K will email community about forming committee to choose new light top for North Field light.

Kellie will send email asking community member to look for wasp nests on their own property and on community property.

Linda WG and Mary will confer with Marina about root problem. Will return and report to management.

Ben will send an email out and put financial statements in internal mail folder.

Kay will look through her records to see if we consensed on the fee.

Ben will review some of the emails to wasatchcommons at gmail dot com

North field fixture

Originally, Steve Harris, our electrician, was scheduled on Tuesday the 25th to work on the North Field light. After much discussion regarding the pros and cons of different light fixtures and tops, it was decided that Kathy K would form an ad hoc committee to research a replacement top and they would ask Steve for advice on recommendations.

Action Item: Kathy K will email community about forming committee to choose new light tops.

Action Item Updates

Rewiring of sprinkler system behind car port

Company hasn't returned Mary's call. She will continue to call

Lawnmowers

The 2 gas mowers are working

Vicky wants to adopt the electric mower. She believes the electric isn't working as far as she knows.

Risk assessment

Insurance company will send another agent out for a risk assessment

Maintenance Minute

Discussion of upcoming maintenance tasks:

Clean drains in the parking lots: Last year, Matt N and his brother did this. Involves lifting lid, going inside drain, scooping out al the water, and scraping off muck

Gutters: Best done after the trees have dropped all their blossoms.

Work party to clean first story rain gutters?

Best time: Mid May

Linda Reed bought a robot that does this and donated to the community. She believes Joel still has it.

Wasp removal

Many active nests under several eaves

Ask community to let us know where the wasp nests are & take a picture of them

Residents can spray their own wasp nests, ask for help if they're unable to. We have community wasp spray.

Action Item: Kellie will send email asking community member to look for wasp nests on their own property and on community property.

Sewer system/roots

Should we try the foam treatment that Marina recommended? We can also confer with the company that does our reserve analysis and tap his contacts.

Action Item: Linda WG and Mary will confer with Marina about root problem. Will return and report to management.

Painting

Painting is needed on the front of houses. Possible wood rot? If we contracted out this work, would a laborer replace the wood as well?

Painting goals:

Linseed oil on porches on all the vertical and horizontal beams. Once this has been applied to each porch we can re-apply every other year.

Financial updates

$5,000 of the fees owed us have been paid. $11,000 is still owed.

Action Item: Ben will send an email out and put financial statements in internal mail folder.

HOA fees -- late fees

HOA fees are paid [due] on the 1st of the month with a ten day grace period, then a $25 late fee.

Action Item: Kay will look through her records to see if we consensed on the fee.

We will continue to charge $5/mo late fee for assessment.

We now have access to wasatchcommons at gmail dot com . There are 805 unread emails!

Action Item: Ben will review some of these emails.

Spark bank needed a letter from the IRS in order to apply for online bank account for reserve. Now that the form has been submitted, it should take 5-7 business days to hear back.

ACH transfers

Need more information from Chase to set this up. Ben will continue to research this.

Alleyway

There was a letter sent to our community regarding Hans petitioned the city to vacate the alleyway south of our property. If city vacates the alleyway, someone has the option to purchase it. Virtually nothing would change for our community.

Dog Poop

Lots of dog poop left in dog run. How to solve this problem? What is the city ordinance on loose dogs?

Renters agreements

Discussed the need to get renters agreements from all new renters (minus sub-letters, of course).

Addendum

Meeting Minutes

Management Committee

Tuesday, April 18, 2017

.

In attendance: Kathy K, Kellie (notes), Ben, Mary, Kay, Linda WG, John G.

Distributed:

From: WCGG on behalf of Kellie Henderson

Sent: Sunday, April 23, 2017 10:10 PM

To: Wasatch Commons Google Group

Subject: [WaCoHo] Management minutes 4/18

Minutes of Management Committee Meeting, on Tuesday, April 18, 2017

Action Items

-Kathy K will email community about forming committee to choose new light top for North

Field light.

- Kellie will send email asking community member to look for wasp nests on their own property and on community property.

-Linda WG and Mary will confer with Marina about root problem. Will return and report to management.

-Ben will send an email out and put financial statements in internal mail folder.

-Kay will look through her records to see if we consensed on the fee.

- Ben will review some of the emails to wasatchcommons@gmail.com

Topics: Approval of minutes, North field light fixture, Update on previous meeting action items,

Maintenance Minute, Financial update, ACH transfers, Alley way, Dog poop, renters

North field light fixture

Originally, Steve Harris, our electrician, was scheduled on Tuesday the 25th to work on the

North Field light. After much discussion regarding the pros and cons of different light fixtures and tops, it was decided that Kathy K would form an ad hoc committee to research a replacement top and they would ask Steve for advice on recommendations.

Action Item: Kathy K will email community about forming committee to choose new light tops.

Action Item Updates

Rewiring of sprinkler system behind car port

Company hasn't returned Mary's call. She will continue to call

Lawnmowers

The 2 gas mowers are working.

Vicky wants to adopt the electric mower. She believes the electric isn't working as far as she knows.

Risk assessment.

Insurance company will send another agent out for a risk assessment

Maintenance Minute.

Discussion of upcoming maintenance tasks:.

Clean drains in the parking lots: Last year, Matt N and his brother did this. Involves lifting lid, going inside drain, scooping out al the water, and scraping off muck

Gutters: Best done after the trees have dropped all their blossoms. Work party to clean first story rain gutters? Best time: Mid May

Linda Reed bought a robot that does this and donated to the community. She believes Joel still has it.

Wasp removal.

Many active nests under several eaves.

Ask community to let us know where the wasp nests are & take a picture of them

Residents can spray their own wasp nests, ask for help if they're unable to. We have community wasp spray.

Action Item: Kellie will send email asking community member to look for wasp nests on their own property and on community property.

Sewer system/roots

Should we try the foam treatment that Marina recommended? We can also confer with the company that does our reserve analysis and tap his contacts.

Action Item: Linda WG and Mary will confer with Marina about root problem. Will return and report to management.

Painting

Painting is needed on the front of houses. Possible wood rot? If we contracted out this work, would a laborer replace the wood as well?

Painting goals:

Linseed oil on porches on all the vertical and horizontal beams. Once this has been applied to each porch we can re-apply every other year.

Financial updates

$5,000 of the fees owed us have been paid. $11,000 is still owed.

Action Item: Ben will send an email out and put financial statements in internal mail folder.

HOA fees are paid on the 1st of the month with a ten day grace period, then a $25 late fee.

Action Item: Kay will look through her records to see if we consensed on the fee.

We will continue to charge $5/mo late fee for assessment.

We now have access to wasatchcommons@gmail.com. There are 805 unread emails!

Action Item: Ben will review some of these emails.

Spark bank needed a letter from the IRS in order to apply for online bank account for reserve. Now that the form has been submitted, it should take 5-7 business days to hear back.

ACH transfers

Need more information from Chase to set this up. Ben will continue to research this.

Alleyway

There was a letter sent to our community regarding Hans petitioned the city to vacate the alleyway south of our property. If city vacates the alleyway, someone has the option to purchase it. Virtually nothing would change for our community.

Dog Poop

Lots of dog poop left in dog run. How to solve this problem? What is the city ordinance on loose dogs?

Renters agreements

Discussed the need to get renters agreements from all new renters (minus sub-letters, of course).

Addendum

Meeting Minutes

Management Committee

Thursday, April 13, 2017

.

Topics: Update on open action items, Financial reports, Maintenance minute, Too much water on the property, Insurance underwriter risk assessment, Elaine's request

In attendance: Kay, Lynda A, Mary, Mark, Kathy A, Richard, Linda Reed, Hans, John, Ben, Kellie (notes), Becca (at 8:30).

Distributed:

From: Wasatch Commons G.G. on behalf of Kellie Henderson

Sent: Thursday, April 13, 2017 7:42 AM

To: Wasatch Commons G.G.

Subject: [WaCoHo] Management minutes 4/4

Minutes of Management Committee Meeting, on Thursday, April 13, 2017

Action Items

John will ask insurance company for clarification on their risk assessment

Becca will get quotes from two more electricians and Kellie will help.

Kay will put maintenance request forms on the clipboard

Mike W will check out lawn mowers first to see if he can fix them and do an oil change

Mary will schedule thE rewiring of the sprinkler system behind the carport.

Mary will supervise Matt while he fixes the two gas lawnmowers (if Mike W is unable to)

Ben and Kay will set up Spark's account.

Zombie list

Ladder and wheelbarrow. Mary will order with the debit card and get receipts

Izzy/lawn care. She does want to mow lawns, but what about the field and other places?

Roots/plumbing. Mary checked with a couple of companies who do plumbing inspections, but they charged several hundred dollars per home, which is out of our price range in a 26-unit community. She suggested it might be cheaper to rent or buy a specialized camera for ourselves.

* Mark's unit. No closer to finding solution to noises. Linda R suggested contacting a firm that does sound trace and diagnostic. There is a company in town that charges a flat rate of $598 per case. Mark hasn't been able to get ahold of them. One test: turn off Mark's water for a night, then turn off Myste's water a subsequent night. This will help determine if this is a plumbing issue. Mark consented to this decision and will update management with the results.

Action Item Updates

Ben and Mary put together an initial draft of a maintenance calendar.

ú Handyman request was sent to community. So far, Dean was recommended as a handyman. $40/hr Kathy K mentioned she had an electrician she could recommend

ú Kay drafted the maintenance forms but hasn't posted them yet

ú Mike W got one lawn mower running, but the black one wouldn't start

Have Matt to look over the lawn mower for 15 mins to see if he can fix it

ú Speed's does service lawnmower, charges $56.95 for gas and electric

ú Mary will wait another week to schedule re-wiring of the system. She wants to wait until the rain stops

ú Ben opened the Spark's account but he needs a letter from the IRS

ú John set up the online Utah Federal Credit Union online account, but one hiccup is there is an email address of wasatchcommons at gmail dot com registered. Email verifications go to that email. Do we know who has access to that email account?

Should we close the Federal Credit Union account? Ben can close it once Spark's is set up

Financial Report

Accounts receivable is up-to-date. Linda R generated statements for all non-zero accounts. Some people were confused about what they needed to pay, some households were charged 2015 rates in 2016, and others were not charged the $5 late fee for the assessment.

Where to put the statements? After some discussion, it was decided that residents can choose a physical statement or an electronic one. Physical statements will be placed in a sealed envelope in the internal mail folder. If they're not picked up in one week, Lynda A will hand deliver them to each resident.

What is the history of our deal with Naomi for the solar panels? According to Hans, Naomi paid most of the cost of the solar panels. No contract was physically written, which seemed to be what she preferred. How much did Naomi actually pay? Ben will talk to the solar panel company and try to find out.

Maintenance Minute

North Field Lighting

Kathy K made a request to fix the light fixture in the North Field for the garden work parties. Estimate of $200 to fix, Kathy K offered to cover extra cost. We could replace the entire fixture, especially since the fixture is old, however, Mary has the parts to repair the fixture.

Leaky toilet upstairs

Kathy A reported this. You can hear water leaking inside the tank, not outside.

Too Much Water on the Property

Hans reported standing water over the storm drain near the east garden boxes. He's been measuring the water every day or so, if doesn't rain it drops by an inch.

City says that all runoff stays on our property. However, we can appeal to the water department and they can grant us permission to use the city storm drains. Hans will write a letter asking for permission to pump water out.

Larger problem is that our water retention plans are for normal rain years, and with a changing climate we will get more rain.

Insurance underwriter risk assessment

Insurance company did a walkthrough of the property and identified a few areas of risk:

Playground as an "attractive nuisance" (unknown which play structure)

Fire extinguishers, no further details

Action Item: John clarify with insurance company which play structure, what the problem is with the fire extinguishers.

Elaine's patio

Elaine asked management if she could level the cement block patio in her backyard. Since this is not permanent and her neighbors are okay with the idea, management approves the plan.

Addendum

Meeting Minutes

Management Committee

Tuesday, April 4, 2017

.

Topics: Facilitating schedule, Maintenance Minute, Maintenance of equipment/insurance, Financial updates, Landscaping, Susan and Richard's unit, Mark's unit

In attendance: Becca, Kellie (notes), Mary, Lynda A, Ben, John, Linda WG, Kay.

Distributed:

From: Wasatch Commons G.G. on behalf of Kellie Henderson

Sent: Tuesday, April 4, 2017 3:27 PM

To: Wasatch Commons G.G.

Subject: [WaCoHo] Management Minutes 3/21

Minutes of Management Committee Meeting, on Tuesday, April 4, 2017

Action Items

Ben and Mary will write up a first draft of maintenance calendar. This will include maintenance work items in various intervals ie seasonally, monthly, weekly, etc

Becca will get quotes from two more electricians and Kellie will help.

John will notify the community about this new system of tackling maintenance

Kellie will "crowd source" a handyman/electrician

Kay will put maintenance request forms on the clipboard

Mike W will check out lawn mowers first to see if he can fix them and do an oil change

Kellie will call Speed's and see if he will service the electric lawnmower and how much he will charge

Mary will schedule the rewiring of the sprinkler system behind the carport.

Mary will supervise Matt while he fixes the two gas lawnmowers (if Mike W is unable to)

Ben and Kay will set up Spark's account.

John will set up an online University Federal Credit Union account and get necessary info from Hans.

Action Items

John will notify the community about this new system of tackling maintenance

Kellie will "crowd source" a handyman/electrician

Kay will put maintenance request forms on the clipboard

Maintenance of equipment/Insurance

John sent an email to the management list asking (1) if we wanted to renew our Employers Liability insurance for $495, (2) If we wanted to switch that policy over to Scott Hirschi and discontinue Sentry West, (3) if we consented to Mary scheduling a spring re-wiring of the sprinkler system for east carport, and (4) if we would like to pay for a tune up of our lawn mowers.

Consensus to agree to all four proposals.

Action Items: Mike W will check out lawn mowers first to see if he can fix them and do an oil change

Kellie will call Speed's and see if he will service the electric lawnmower and how much he will charge

Mary will schedule the rewiring of the sprinkler system behind the carport.

Mary will supervise Matt while he fixes the two gas lawnmowers (if Mike W is unable to)

Financial minute

Linda R gave Ben a hand out of accounts payable and accounts receivable. Quickbooks takes a long time to sync with the server. Every year since 1998 is still active on QB, do we want them to be active or should we archive them? Might make the program run faster. In addition, every resident account that has ever been active on QB and 180 vendors are still "active".

Decision: Transfer reserves to Spark account to receive a 1% interest rate.

Action Item: Ben and Kay will set up Spark's account.

John will set up an online University Federal Credit Union account and get necessary info from Hans.

Landscaping

Ladder and wheelbarrow need to be replaced. Kay will help Mary come up with a proposal if the total cost is over $250.

Scott Dixon can't work on our trees until May. Matt Noorda has been working on removing dead branches in the West Berm and wild area. They will continue to clear dead branches for the time being.

Izzy will continue mowing lawns for the season.

Susan and Richard's unit

Susan and Richard's unit has one toilet that won't flush.

History: in the fall of 2016, the community paid $250 to roto-rooter to clear out some roots that had invaded their pipes. Mike W went over to help plunge their toilets. Because only one toilet is affected, and the rest of their plumbing works fine, it's probably not a sewer problem. At one point we had video of roots invading the pipes, but the company lost it. Roto-rooter thought bush roots were the problem, not tree roots.

If the community does pay for a sewer expert to look at the pipes, it should be for every unit. This is a larger project that would involve talking to sewage contractors and getting multiple estimates and opinions. When should we take this on?

Mark's Unit

Lynda A called Walton plumbing and asked him about the noises, and he said it's probably the pressure regulator valve. They made an appointment to look at the plumbing and install one. Myste says she one was installed 18 months ago, which, upon further inquiry, Walton found in his records. Additionally, Myste says there's no plumbing in that shared wall.

What to do next? Perhaps we should look at the plans and confirm where the plumbing is. Should we have Walton Plumbing look at Mark's wall? What will he charge? Should consult Mark as well.

Schedule for facilitating

Maintenance Minute

Management has devoted a lot of time in the past year to finding someone to lead the maintenance committee. Without a convener, maintenance still has to get done. Management has become the overseeing body for maintenance, but in reality, management members cannot and should not take on all these tasks themselves. John suggested we focus on a few items per meeting which may include follow up or appointing someone to recruit volunteers for a task. It might be easier for community members to tackle maintenance if a task is outlined for them. This will include emails to community and regular maintenance updates as part of the management committee update!

Addendum

Meeting Minutes

Management Committee

Tuesday, March 21, 2017

.

Topics: Maintenance, Noises in Mark's unit, Reserve Analysis, Bookkeeping

In attendance: Lynda A, Ben, Kathy K, Kellie (notes), Mark, Linda Reed, Kay.

Distributed:

From: Wasatch Commons G.G. on behalf of Kellie Henderson

Sent: Tuesday, March 21, 2017 9:58 AM

To: Wasatch Commons G.G.

Subject: [WaCoHo] Management Minutes 3/7

Minutes of Management Committee Meeting, on Tuesday, March 21, 2017

Action Items

Ben will: add auto-pay feature on the 1st to pay Linda R

Find out exact amount Hobart charged us for work on dishwasher

Ask Chase about spending limits on Chase cards

Lynda A will contact Walton Plumbing about the noises in Mark's apartment

Ben and Mary will write up a first draft of maintenance calendar. This will include maintenance work items in various intervals ie seasonally, monthly, weekly, etc

Becca will get quotes from two more electricians and Kellie will help.

Decisions

Schedule reserve analysis and walkthrough

Maintenance

Furnace has been repaired!

Repaired through Affordable Heating and Air. This is the furnace in the attic near the craft room. Cost around $500

Matt Noorda is paid $20/hr because he is using his own equipment and he has his own insurance. Mike, Kathy a, and Amy at one point did help keep track of the things he got done. Ben got a copy of his time card and tried to double check it.

* Unanswered questions: Who assigns his work? Who signs off on it?

Landscaping: Mark cannot serve as landscaping head for at least a few months because of personal responsibilities. He brought up a few questions about the position:

* Who is responsible for what? If you plant something, do you have ownership of it

Discussion: Trees- legal ownership vs community values. Per condo law and our bylaws, the HOA has ownership of any trees or other vegetation planted on our land. The culture in the community has allowed people to do work on trees they planted, however, sometimes that leads to people getting possessive.

Tangent: How to empower committees to get work done?

Give them projects & ideas to start with

Encourage a culture of respecting committee decisions. If you don't like a decision a committee has made, attend their meetings. Many committees died because of complaining and criticism

Noises in Mark's unit

Background: Since the day Mark moved into his unit, he's heard loud noises in the night from the south wall, which borders the shed. The two previous tenants heard the noises as well. The noises has severely disturbed his sleep and lifestyle. Noise is:

* Series of loud bangs, as many as 9 in a row.

* Can occur up to 7 times in one night, several times a week

* Only during the night

* Because of the nature of the noise, very difficult to capture on recording equipment

Speculation as to cause:

Management agreed to take on the project.

Mark has bled his pipes, but Myste's pipes have not been bled. Is this possibly air in the pipes?

Action Item: Lynda A will contact Walton Plumbing and ask for a consultation.

Reserve Analysis

Ben has found a company- Dale Gifford with Complex Solutions- to do a reserve analysis for $1500. Per our bylaws the president has to sign the paperwork. Complex Solutions is scheduling for May. Will do a walkthrough of the property beforehand that will take several hours.

Pricing: Conference calls, emails are no charge. Mr. Gifford will attend a meeting for $150/hr. Analysis will take 7 weeks to complete.

Complex Solutions is a Utah-based, professionally certified company with 7 years experience in doing reserve analyses.

Decision: Schedule a walk through for the reserve analysis and Kay will sign the paperwork.

Bookkeeping

Linda Reed is officially the new bookkeeper. She has two boxes of files from Amy, one of which is full of documents management should file away.

Action Item: Management will sort through papers in the box after cafe on the 18th.

Linda R will be paid $250/mo. Check will automatically be sent from Chase bank.

We need a clear reimbursement system.

Should we get a credit card? This is a security risk and we need to be able to track who is spending what.

Chase account balance: $25,000

Reserve money market account: $57,000

Many issues people in the community have with financials are because they are looking at the wrong Quickbooks report. Certain things need to be more clearly stated, for example, the community's debt to Naomi.

Linda R will sign off on a balance sheet so we can submit that for FHA approval.

Addendum

Meeting Minutes

Management Committee

Sunday, March 5, 2017

.

Topics: Goals of management, Chase debit cards, Miscellaneous financials, Security, Landscaping, Maintenance, Ovens, Furnaces

Discussion:

Proposal:

Decisions:

In attendance: Mary, Lynda A, Hans, Becca, Ben, Kay, Linda WG, Kellie (notes).

Distributed:

From: Wasatch Commons G.G. on behalf of Kellie Henderson

Sent: Sunday, March 5, 2017 9:04 PM

To: Wasatch Commons G.G.

Subject: [WaCoHo] Management Minutes 2/22

Minutes of Management Committee Meeting, on Sunday, March 5, 2017

Action Items

Kellie will email Marc and ask: 1) Are you head of landscaping? 2) What are your goals for the committee 3) Do you have communication with Scott Dixon? 4) What can we do to help you?

Ben and Mary will write up a first draft of maintenance calendar. This will include maintenance work items in various intervals ie seasonally, monthly, weekly, etc

Becca will get quotes from two more electricians and Kellie will help.

Decisions: Repair the broken furnace part instead of replacing entire furnace.

Goals of Management

Management discussed some things they would like to achieve over the next year:

Goals

  1. Establish a baseline of trust through financial transparency
  2. Strengthen and empower committees
  3. Prioritize maintenace
  4. Improving safety and security
  5. Follow through: Community trusts management that we will complete projects and keep our commitments

Chase Debit Card

Our Quickbooks subscription is in view-only mode because it wasn't paid for. This is normally done via debit card, and since the names on the Chase bank account were recently changed, this might have affected the auto-pay function. Ben ordered cards for every management member.

Is there a benefit to every management member having a debit card? We only use the card for a dozen or so purchases, and more debit cards=more risk. However, in an emergency it would enable us to pay without waiting.

Should we get a credit card? If we applied for one, Chase bank would run a credit check on one of us and on the business.

Miscellaneous financials

We are still waiting for the balance sheet

The water heater replacement in 2016 was paid out of a surplus in operating budget that would have gone to reserves anyway

There were questions at the ACM about the budget, including: What is our income is for HOA fees, and does that reflect members who are credited HOA feeds, like Naomi?

Security

Mary got more lights for the carports from the electrician who originally wired them, we just need to install them.

Landscaping

Who's working with Scott Dixon (tree guy)? There are two trees in Vaughn's backyard that are leaning and may need to come out completely.

Who heads landscaping? Marc? Will confirm.

Action Item: Kellie will email Marc and ask: 1) Are you head of landscaping? 2) What are your goals for the committee 3) do you communicate with Scott Dixon? 4) What can we do to help you?

Maintenance

Who oversees Matt M. now that Mary doesn't? Questions we don't know the answer to:

Who is giving him his assignments"

What is his hourly rate?

Who signs off on his work?

We established last meeting that management will continue to be the interim committee for maintenance as we don't have a covener. Can we get a maintenance calendar? We could use Mary's extensive knowledge in order to make a draft and then edit it as a management committee.

Action Item: Ben and Mary will write up a first draft of maintenance calendar. This will include maintenance work items in various intervals ie seasonally, monthly, weekly, etc.

Ovens:

We do not know which model we want yet. We should probably run the electrical first before it's even a possibility. We need to screen other electricians and get comparable quotes. Steve Harris estimated: $500- $1,000. Becca will talk to Joel in order to get this done.

Action Item: Becca will get quotes from two more electricians and Kellie will help.

Furnaces

The furnace in the attic by the craft room requires a major repair, estimate from Affordable Heating & Air was $550, with $79 credit applied from the visit where they gave the estimate. Costs $3300 to replace. The draft inducer motor assembly needs replacing.

Should we replace the furnace or just repair for now?

A new furnace might be more efficient. However, new furnaces aren't really that much better for the environment. Current furnace runs at 90% efficiency and newer ones run at 95% efficiency.

Should we go with Affordable for this repair? Yes

Affordable did not give a lifespan of the furnace or recommend one option over the other.

Can we save money by buying the part ourselves? Part would run us $400 and would involve climbing into attic to find individual serial number.

Decision: Replace the broken part.

Addendum

Meeting Minutes

Management Committee

Wednesday, February 22, 2017

.

Topics: Topics: Approval of minutes, Goals of management, Chase debit cards, Miscellaneous financials, Security, Landscaping, Maintenance, Ovens, Furnaces

Decisions: Decisions: Repair the broken furnace part instead of replacing entire furnace.

In attendance: Mary, Lynda A, Hans, Becca, Ben, Kay, Linda WG, Kellie (notes).

Distributed:

From: WCGG on behalf of Kellie Henderson

Sent: Sunday, March 5, 2017 9:04 PM

To: Wasatch Commons Google Group

Subject: [WaCoHo] Management Minutes 2/22

Minutes of Management Committee Meeting, on Wednesday, February 22, 2017

Action Items

Kellie will email Marc and ask: 1) Are you head of landscaping? 2) What are your goals for the committee 3) Do you have communication with Scott Dixon? 4) What can we do to help you?

Ben and Mary will write up a first draft of maintenance calendar. This will include maintenance work items in various intervals ie seasonally, monthly, weekly, etc

Becca will get quotes from two more electricians and Kellie will help.

Goals of Management

Management discussed some things they would like to achieve over the next year:

Goals:

Chase Debit Card

Our Quickbooks subscription is in view-only mode because it wasn't paid for. This is normally done via debit card, and since the names on the Chase bank account were recently changed, this might have affected the auto-pay function. Ben ordered cards for every management member.

Is there a benefit to every management member having a debit card? We only use the card for a dozen or so purchases, and more debit cards=more risk. However, in an emergency it would enable us to pay without waiting.

Should we get a credit card? If we applied for one, Chase bank would run a credit check on one of us and on the business.

Miscellaneous financials

We are still waiting for the balance sheet.

The water heater replacement in 2016 was paid out of a surplus in operating budget that would have gone to reserves anyway

There were questions at the ACM about the budget, including: What is our income is for HOA fees, and does that reflect members who are credited HOA feeds, like Naomi?

Security

Mary got more lights for the carports from the electrician who originally wired them, we just need to install them.

Landscaping

Who's working with Scott Dixon (tree guy)? There are two trees in Vaughn's backyard that are leaning and may need to come out completely.

Who heads landscaping? Marc? Will confirm.

Action Item: Kellie will email Marc and ask: 1) Are you head of landscaping? 2) What are your goals for the committee 3) do you communicate with Scott Dixon? 4) What can we do to help you?

Maintenance

Who oversees Matt M. now that Mary doesn't? Questions we don't know the answer to:

We established last meeting that management will continue to be the interim committee for maintenance as we don't have a covener. Can we get a maintenance calendar? We could use Mary's extensive knowledge in order to make a draft and then edit it as a management committee.

Action Item: Ben and Mary will write up a first draft of maintenance calendar. This will include maintenance work items in various intervals ie seasonally, monthly, weekly, etc.

Ovens:

We do not know which model we want yet. We should probably run the electrical first before it's even a possibility. We need to screen other electricians and get comparable quotes. Steve

Harris estimated: $500- $1,000. Becca will talk to Joel in order to get this done.

Action Item: Becca will get quotes from two more electricians and Kellie will help.

Furnaces

The furnace in the attic by the craft room requires a major repair, estimate from Affordable

Heating & Air was $550, with $79 credit applied from the visit where they gave the estimate. Costs $3300 to replace. The draft inducer motor assembly needs replacing.

Should we replace the furnace or just repair for now?

A new furnace might be more efficient. However, new furnaces aren't really that much better for the environment. Current furnace runs at 90% efficiency and newer ones run at 95% efficiency.

Should we go with Affordable for this repair? Yes

Affordable did not give a lifespan of the furnace or recommend one option over the other.

Can we save money by buying the part ourselves? Part would run us $400 and would involve climbing into attic to find individual serial number.

Decision: Replace the broken part.

Addendum

Meeting Minutes

Management Committee

Tuesday, February 7, 2017

.

Distributed:

From: WCGG on behalf of Rebecca Smith

Sent: Tuesday, February 21, 2017 1:35 PM

To: Wasatch commons Group

Subject: [WaCoHo] Management minutes from 2/7

Attachments: Management.Minutes.2.7.17.docx

Minutes of Management Committee Meeting, on Tuesday, February 7, 2017

Hey all,

Since Kellie was facilitating our last meeting, I took minutes. As you will soon realize, that was a terrible idea- not only are they decidedly scattered, but I forgot I was supposed to send them out.

Here they are!

By the way, if you think something is wrong or I skipped something, you're probably correct; let me know!

With so many apologies,

Becca

Meeting Minutes

Management Committee

Wednesday, January 25, 2017

.

Topics: Election of officers, Meeting time, Financials, Department of Commerce

Decisions: Decisions: Kay elected as president, Ben as treasurer, and Kellie will remain as secretary.

In attendance: Rebecca, Kellie (notes), Mary, Ben, Lynda A, John G, Linda WG, Kay, Esther.

Distributed:

From: Wasatch Commons G.G. on behalf of Kellie Henderson

Sent: Wednesday, January 25, 2017 5:09 PM

To: Wasatch Commons G.G.

Subject: [WaCoHo] Management Minutes 1/16

Minutes of Management Committee Meeting, on Wednesday, January 25, 2017

Action Items

Lynda A will talk to Hans about financials and get a status report.

Ben will compose a list of financial information management needs and will email it to the management list

John will check with Mike P about registering with the Department of Commerce and its pros and cons.

Goals for Next Several Months

Sewer line repair

Oven replacement

HOA fee/duties automatization

Capitol Reserve study

Vacant maintenance manager position/time card from Shyra J

Assessment delinquencies (see Hans email Sept 6th)

Property maintenance report

Monthly Finance Statement

Election of officers

The first meeting of the new management team must select officers. John, Kellie, Lynda A, and Kay were nominated as President, and Kay was selected under the condition that Kellie would set the agenda and the position of facilitator would rotate. Ben was selected as treasurer and Kellie will remain secretary. The new members, Kay, Ben and Lynda A, will need to have their names added to the Chase bank account and at the credit union.

Meeting time

Management meetings will take place on the first and third Tuesday of the month at 7:00 pm.

Financials

One of the first items of business for the new year is open financial information to management and the rest of the community. Management will need to make decisions as to what information is a priority to them and how often they want to see it.

Action Item: Ben will compose a list of necessary financial information and will email it to the management list

It's unknown if the books are up-to-date and Hans had expressed some concerns about the quickbooks report.

Action Item: Lynda A will talk to Hans about financials and get a status report.

Dept of Commerce

According to the Utah Condominium Ownership Act, each HOA board is required to register with the Department of Commerce within 90 days of an election of a new board. This empowers us to do certain things, such as put a lien on a home. No one could recall if this had been done before for other management members.

(Update: As of this writing, Amy stated she had been registering the new management teams with the Department of Commerce each year.)

Action Item: John will check with Mike P about registering with the Department of Commerce and its pros and cons.

Addendum

Meeting Minutes

Management Committee

Wednesday, January 18, 2017

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Distributed:

From: Wasatch Commons G.G. on behalf of Hans G Ehrbar

Sent: Wednesday, January 18, 2017 3:25 PMTo: Wasatch Commons G.G.

Subject: [WaCoHo] Report about the status of our reserves

Report about the status of our reserves

Minutes of Management Committee Meeting, on Wednesday, January 18, 2017

Hello Wacohos:

in the next ACM the community decides on the budget.

For this, management committee has to give you three things:

  1. the proposed budget for 2017 and the new HOA fees
  2. A financial report detailing the incomes and expenditures in 2016 and the balance sheet on Dec 31 2016,
  3. A report about the status of the reserve fund.

Mike Wason and Amy are still working on the financial statements.

The budget with the new HOA fees should be emailed to you soon.

Reserve Report

Here is point (3), the report about the status of the reserve fund:

Beginning balance 1/1/2016 of the Wasatch Commons Reserve Account at the University Credit Union: $53,240.09

9/7/2016 Check Withdrawal for Roofing: $23,970.39

Additions to the reserve from monthly HOA Dues:

twelve times $1925 (each month)

and a one-time payment of $5000 in February 2016

Gives a total of $28,100.00 in additions.

Interest: $148.54

Therefore the ending balance on 12/31/2016 was $57,518.24

Comments:

Despite a large expenditure for roofing we increased our reserves this year. Our reserve balance is continuing to recover. On Jan 1, 2015 it had been $14,659.49. This had been dangerously low, and we are now on a much more comfortable level.

Our next budget includes an increase in the monthly additions to the reserves. I think any formal reserve study would tell us just that: continue putting a large portion of our HOA dues into the reserve.

Meeting Minutes

Management Committee

Monday, January 16, 2017

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Topics: 2016 financial report, Reserves, Crown closure

Decisions: Decisions: This year, management will not enforce provision of by-laws that states members in arrears cannot vote at the annual meeting.

In attendance: Ben, Joel, Shawnie, Mike W, Kellie (notes), Kathy A, Hans, Linda WG, John, Kathy K, Susan, Richard, Mary, Kay.

Distributed:

From: Wasatch Commons G.G. on behalf of Kellie Henderson

Sent: Monday, January 16, 2017 12:05 PM

To: Wasatch Commons G.G.

Subject: [WaCoHo] Management Minutes «

Minutes of Management Committee Meeting, on Monday, January 16, 2017

Action Items

Hans will present reserve report to community

**Minutes approved by email

2016 Financial Report

At the annual meeting (January 11th) management will need to make a report on the 2016 financial, 2017 budget, and reserves. It is the responsibility of the outgoing management to leave the books in good working order for the next management committee. Since quickbooks is not up to date we cannot give an accurate accounting of the budget. For example, many units appear to be in arrears, and the new owners of unit 13 and unit 21 are not correct. According to our by-laws, owners in arrears can't vote at the annual meeting. However, the accuracy of who is or is not in arrears is under question. Amy, Hans and Joel will work on the books to get them in working order before the annual meeting, but that would only give owners in arrears a few days notice to put their unit in good standing.

Decision: This year, management will not enforce provision of by-laws that states members in arrears cannot vote at the annual meeting.

Reserve Report

Approximately 20% of our budget is going to reserves. We should give a report to the community, along with the 2017 and 2016 budget vs actuals, as to whether reserves went up or down and what we plan to spend them on in 2017. There was some discussion as to whether our reserves are adequate for our property needs, however, without a professional reserve analysis it's difficult to speculate.

Project another $20,000 approximately for roofing in 2017 (from reserves). After that, no roofing projects for a number of years.

What is the current balance of our reserves?

Action Item: Hans will present reserve report to community.

Crown

CROWN is officially closed! Taxes for 2017 have already been filed. NO future tax filings.

Should Wasatch Cohousing LLC be dissolved? It was originally created to start this community and these organizations are usually dissolved after construction. We will consult with Mike P if there is a benefit to retaining this organization.

To 2016

To 2018

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