2011 annual meeting presentation

Montrose Place Townhomes Owners’ Assoc. Inc. 2011 Annual Meeting of the Membership

“Ask not what your Association can do for you, but what you can do for your Association.”

Call to Order | Establishment of Quorum

v  Please save your questions for the end of the presentation

v  Use the paper provided to notate questions

v  The meeting is not intended to resolve unit specific issues

v  Please silent cell phones

v  If you need to take a call please step away

v  Restrooms

Meeting Incidentals

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Welcome Members

Montrose Place Townhomes Owners’ Assoc. Inc. 2011 Annual Meeting of the Membership

Introductions

Tony S. Vines Association President Term 2008-2011 Cody Grizzoffi Association Vice President Term 2010-2013 Elliot Norman Association Vice President Term 2009-2012

Mary Leclere Association Treasurer Term 2010-2013

Chase L. Vines Association Secretary Term 2009-2012

Association Directors

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Board of Directors Officer Role Term

You may contact us anytime

HOA@MontrosePlaceTownhomes.com or

Support@MontrosePlaceTownhomes.com

Association Directors

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Contact Information

v  Jason Cook - Resigned July 2011

v  Karen Cooper - Interim Community Manager

v  David Layman – New Community Manager

Community Manager

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Transition

David Layman, Community Manager D.Layman@pmghouston.com

Principal Management Group of Houston, AAMC

11000 Corporate Centre Drive, Suite 150, Houston, Texas 77041

Main: (713) 329-7100

Direct: (713) 329-7154

Fax: (713) 329-7198

Community Manager

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Contact Information

Montrose Place Townhomes Owners’ Assoc. Inc. 2011 Annual Meeting of the Membership

Communication

v  Personal Emergencies call 9-1-1

v  Property-Wide Emergencies call Customer Care at (713) 329-7171 On-Call Manager Available 24/7

Must Affect More Than One Unit e.g. Sewage Backup

v  Resident’s Customer Care at (713) 329-7171

Communication

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Phone Support

v Online Form

http://Support.MontrosePlaceTownhomes.com

v  Email Online Request

Support@MontrosePlaceTownhomes.com

Communication

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

On-Line Support Request

v  Knowledge Base (Forums)

http://Support.MontrosePlaceTownhomes.com/forums

v General Property Information

http://MontrosePlaceTownhomes.com

Useful to those selling their property

Communication

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Information Resources

v  HomeOwner Elite® Phone Broadcast System

Property-Wide Announcements e.g. Water shutoff notice

v  AssociaAccess® Online

Member Billing and Account Information

URL: https://access.associaonline.com/default.aspx?branchid=6

Communication

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Information Resources

Montrose Place Townhomes Owners’ Assoc. Inc. 2011 Annual Meeting of the Membership

Common Element

v  Pool Filter Replacement

v  LED Pool Light

v  Landscaping (Post Hard Freeze)

v  Tree Pruning (Affecting Residents 29, 30, 12)

v  New Lighting

v  Laundry Room Breaker Panel Replacement

Common Element

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Past-Year Accomplishments

v  Discovery: Replace Hot Water Artery (Bldg. A, B, and C)

v Move Pool Side Water Hose Outlets

v  Replace Stairwell Platform (by Unit 10 & 28)

v  Repair & Paint Gates, Rails, Bars (new color)

v  Touchup Benches, Pool Tables, Upper Walkways

v  Pool Filter Fence Repair

v  Dumpster Area: Move Gate; New Slates; Solution to Smell

v  Pool Side Grill Replacement (3-year Life-Cycle) Spring Project

Common Element

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Next-Years Initiatives

v  Pest Control New service provider—Truly Nolen

Termite Plan

Site Extermination Proposal

Mosquito Treatment

Common Element

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

On-Going Maintenance

v  Pictures Speaks Volumes

Common Element

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

On-Going Maintenance

v  Illegal Dumping & Littering

$200 Fine + Cost of Removal

Trash that does not make it in the dumpster

Furniture left for the Association to facilitate removal

Cigarette Buds

Trash left in upper walkways

Common Element

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

On-Going Maintenance

Montrose Place Townhomes Owners’ Assoc. Inc. 2011 Annual Meeting of the Membership

Financials

v  Assets: Operating, Reserve, Prep-Paid Insurance

$62,389.25

v  Home Improvement Loan Balance

$111,993.65

Financials

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

State of the Association—Effective June 30, 2011

v Water & Drainage Fee

$800.00+ Annually

v  Master Insurance Coverage

$2,000.00+ Annually

v  Electricity

LED Pool Light

Move to corporate plan

v  Grounds Maintenance (Landscape Post Hard Freeze)

Financials

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Notable Variances

v  Forecast Positive

v  Assessment Holding at $250.00

v  No Foreseen Change

Financials

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Maintenance Assessment

v Members can view records at anytime

v Make a request

v Management Company will schedule

v  Location is at their office

Financials

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Request Viewing

v  Access to your account financials

v  Real-Times Information

v  URL: https://access.associaonline.com/default.aspx?branchid=6

Financials

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

AssociaAccess® On-Line

Montrose Place Townhomes Owners’ Assoc. Inc. 2011 Annual Meeting of the Membership

Election of Directors

v One term up this fiscal year

v  Incumbent –Tony Vines (me)

v  Take nominees from the floor

v  Distribute ballots

v  Vote

v  Tally

v  Announce

Election of Director(s)

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Nominees and Voting

Montrose Place Townhomes Owners’ Assoc. Inc. 2011 Annual Meeting of the Membership

Questions & Answers

v  Please keep comments & questions to 3-5 minutes

v  Please do not over talk any guest

v  Please be positive & constructive

v  Forum not for individual inquiries only property-wide topics

Question & Answer Session

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Open Forum

v  All Directors are required to remain for a quick Executive Session to elect officer roles.

Question & Answer Session

Montrose Place Townhomes Owners’ Assoc. 2011 Annual Meeting of the Membership

Directors—Not So Fast

Montrose Place Townhomes Owners’ Assoc. Inc. 2011 Annual Meeting of the Membership

Adjourn Membership

Montrose Place Townhomes Owners’ Assoc. Inc. 2011 Annual Meeting of the Membership

Executive Meeting