THE POINTE AT JAMESTOWN 2013 ANNUAL

MEETING

By William C Burton

FINANCE SUMMARY

The community will roughly gain $11.4K in equity for 2013.

2012 Equity 2012 Monthly Net Income

- Mean (Average): $46,384.24

- Mean (Average): $3,502.34

- Median: $46,903.25 - Median: $3,612.10

2013 YTD Equity 2013 YTD Monthly Net Income

- Mean (Average): $58,285.11

- Mean (Average): $4,514.67

- Median: $58,567.32 - Median: $4,378.83

2012 FINANCES

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec $-

$10,000.00

$20,000.00

$30,000.00

$40,000.00

$50,000.00

$60,000.00

$3,677.52

$3,542.53

$3,337.40

$2,487.64

$4,274.37

$3,241.91

$3,752.36

$3,948.04 $1,929.59

$3,546.69

$4,497.44

$3,792.61

$42,483.53

$40,049.11

$42,198.34

$47,036.24

$44,067.15

$44,800.24

$48,755.61 $46,770.26

$47,773.28

$51,614.19

$49,571.62

$51,491.29

The Pointe at Jamestown 2012 Finance Information

Total EquityMonthly Earnings

2013 FINANCES

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec $(10,000.00)

$-

$10,000.00

$20,000.00

$30,000.00

$40,000.00

$50,000.00

$60,000.00

$70,000.00

$80,000.00

$3,891.19

$1,073.50

$2,754.02

$7,214.77

$4,320.89

$5,813.99 $4,966.55

$4,436.77

$3,137.89

$7,537.11

$5,016.30

$5,141.31

$55,823.73

$53,429.29

$55,556.80

$60,449.80

$58,000.77

$59,926.12$59,510.93

$59,413.40$58,567.32

$63,398.79

The Pointe at Jamestown 2013 Finance Information

Total EquityMonthly Earnings

THE POINTE AT JAMESTOWN

Current Total

Homeowners

Total Homes Not Under Contract

Blank Lots Spec Homes

158 22 >> 2 20

180 homes at $90.99 each per quarter.

PROJECTED EARNINGS

1-Jan-13 1-Jan-14 1-Jan-15 1-Jan-16 1-Jan-17$0.00

$20,000.00

$40,000.00

$60,000.00

$80,000.00

$100,000.00

$120,000.00

$140,000.00

$59,038.00

$69,038.00$79,038.00

$119,038.00

$129,038.00

Annual Equity

Annual Equity

VEI Contribution of $30K

COMMUNITY NEEDSProposed Projects Reasons

Fence in playground area. Security concerns.

Require mailboxes to conform to one standard.

Keep uniformity and try to take advantage of VEI contractor material costs.

Establish single trash service.Reduced pricing and resolve multi-day pickup.

Build a community clubhouse.Provide a meeting place and a form of equity and income for HOA.

Build a community pool. HOA equity and income.

Build a RV parking lot. HOA equity and income.

NOTE: All these must have 2/3 votes to approve!

THE MAILBOX MENAGERIEThere are over 40 homes with 10 different style mailboxes on Sir Thomas and Prince Trevor.

NEIGHBORHOOD OVERVIEW

BMP Ponds

Proposed Sighting for

pool and clubhouse

area.

NEIGHBORHOOD OVERVIEW

Proposed location for

pool and clubhouse

area.

Chain link or privacy fence.

STRATEGIC PLANNING“Community Needs”

Short and Long Term

• PLANNING- What is the mission of this community?- What are our five year goals as a

community?- Do we need a feasibility study?

• COMMUNICATION TOOLS- Website - Conduct both electronic and paper

neighborhood climate surveys.- Advertise using message center boards,

website, and Facebook.

STRATEGIC PLANNINGPROCESS MODELBest Practices

Benchmarking

Community Needs

Short Term/Long Term

sBaseline SWOT

Where are we now?

Vision 5 to 10 YearsWhere do we want to

be?

Mission Statement

Details of Vision

GapsDifference between

where we are and where we want to be

Recycle

Goals and Objectives

Strategic PlanHow are we going

to get there?

Multi-Year Budget

On going performance

measures

ACTION ITEMSAction Item#

:

Description Status Estimated Completio

n

POC

001-2013

Create a HOA mission statement and goals

BOD

002-2013

Work on developing strategic plan BOD, Hope

003-2013

Create climate survey and post link on website, also put out a paper survey.

BOD, Randy

004-2013

Solicit homeowners to sign up for email updates.

Hope

005-2013

Control access to website- Require User ID and Password

Curt, Randy

006-2013

Get signs made for sign boards- “Take Survey”- “Annual Meeting”- “Annual Picnic”

Hope

007-2013

Monitor repeat write ups and start ensuring we have due process hearings.

BOD, Randy

ACTION ITEMSAction Item#

:

Description Status Estimated Completio

n

POC

008-2013

Develop an emergency action plan:- Hurricane evacuation plan- Flooding plan- Severe weather (tornado, T-storms)- Nuclear plant evacuation plan

BOD, Curt

009-2013

Neighborhood Watch program? Curt

010-2013

Update rules.- Example, mailbox standards

Curt

011-2013

Solicit bids on single trash service.

Part of survey question. Need to find out bottom line price on what people are paying to bid.

BOD, Randy

012-2013

Update website - Need to update/post meeting minutes section (Jun-Nov).

- Update board members.- Remove annual party

notice.- Create a survey URL link.

Hope

013-2013

Select BOD positions. BOD

ACTION ITEMSAction Item#

:

Description Status Estimated Completio

n

POC

001-2014

Develop an emergency action plan:- Hurricane evacuation plan- Flooding plan- Severe weather (tornado, T-storms)- Nuclear plant evacuation plan

BOD, Curt

002-2014

Neighborhood Watch program? Curt

003-2014

Update rules.- Example, mailbox standards

Curt

004-2014

Solicit bids on single trash service.

Part of survey question. Need to find out bottom line price on what people are paying to bid.

BOD, Randy

005-2014

Update website - Need to update/post meeting minutes section (Jun-Nov).

- Update board members.- Remove annual party

notice.- Create a survey URL link.

Hope

006-2014

Select BOD positions. BOD

SURVEY STATUSSurvey

Completion

100%90%80%70%60%50%40%30%20%10%5%0%

Please go to the Pointe at Jamestown webpage and

complete the survey.

http://pointeatjamestown.org/

Complete No Later Than:____________________

NEEDS ASSESSMENT SURVEY