supplier management and contract issues
DESCRIPTION
Sharon Roddan Presentation at Oct. 2014 ACC MeetingTRANSCRIPT
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ACC MEETING
OCTOBER 20. 2014
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WHY ARE OUR ASSESSMENTS SO HIGH?
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WHY ARE OUR ASSESSMENTS SO HIGH?
GRF share pmpm $176.69 $223.88
UNITED* share
pmpm $189.39 $329.08 $366 > $553
THIRD share
pmpm $198.33 $383.63 $375 > $608
TOTAL Fifty
pmpm $ 661.62 $1,687.73 $838 > $1912
2002 2014
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WHY ARE OUR ASSESSMENTS SO HIGH?
• TOTAL ASSESSMENTS FOR ALL MUTUALS
(GRF, UNITED, THIRD AND FIFTY)
HAVE GROWN FROM:
$69 MILLION ANNUALLY (IN 2002)
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WHY ARE OUR ASSESSMENTS SO HIGH?
• TOTAL ASSESSMENTS FOR ALL MUTUALS
(GRF, UNITED, THIRD AND FIFTY)
HAVE GROWN FROM:
$69 MILLION ANNUALLY (in 2002) TO
$101 MILLION ANNUALLY (in 2014)
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WHY ARE OUR ASSESSMENTS SO HIGH?
• WHY?
PCM PAYROLL –
2002 2014
$26 million $50 million
(about 30%) (about 50%)
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WHY ARE OUR ASSESSMENTS SO HIGH?
• WHY?
• Facilities share of costs
• MAINTENANCE AND
CONSTRUCTION PROJECTS
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MAINTENANCE AND CONSTRUCTION PROJECTS
A lot of money has been spent without
Community acknowledgement or agreement
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MAINTENANCE AND CONSTRUCTION PROJECTS
The $10 million loan (now cancelled) cost us
interest paid = $ 146,943 (2013)
interest paid = $ 172,064 (2014)
loan fees/exp = $ 77,212 (2013)
pre-pay penalty= $242,000
This cost us $638,219 (This is real money, out of your pocket
..for nothing)
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MAINTENANCE AND CONSTRUCTION PROJECTS
The Specific Plan
(now cancelled BUT STILL PAYING ON THIS)
This cost us $1,298,937 +
(This is real money, out of your pocket
…to lose your open space)
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MAINTENANCE AND CONSTRUCTION PROJECTS
GATE HOUSE 1 (completed) cost us
almost ONE MILLION DOLLARS!
(This is real money, out of your pocket)
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MAINTENANCE AND CONSTRUCTION PROJECTS
GATE HOUSE 7 (completed) cost us
THREE-QUARTERS OF A MILLION DOLLARS!
(This is real money, out of your pocket)
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MAINTENANCE AND CONSTRUCTION PROJECTS
THE BAR AT THE 19 HOLE (completed) cost us
TWO HUNDRED THOUSAND DOLLARS!
(This is real money, out of your pocket)
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MAINTENANCE AND CONSTRUCTION PROJECTS
OTHER PROJECTS THAT THE NEW GRF BOARD HAS EITHER CANCELLED OR CONTROLLED COSTS
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MAINTENANCE AND CONSTRUCTION PROJECTS
THE POOL DECK AT CLUBHOUSE #2
(Just resurfaced two years ago)
APPROPRIATED $438,000
TO RE-DO DECK AND LANDSCAPING
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MAINTENANCE AND CONSTRUCTION PROJECTS
THE POOL DECK AT CLUBHOUSE #2
(Just resurfaced two years ago)
APPROPRIATED $438,000
TO RE-DO DECK AND LANDSCAPING
RESCINDED
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MAINTENANCE AND CONSTRUCTION PROJECTS
THE IMPROVEMENT OF ONE HOLE OF THE GOLF COURSE
APPROPRIATED $131,000
(was whacked down from the
original bid of more than $300,000+)
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MAINTENANCE AND CONSTRUCTION PROJECTS
THE IMPROVEMENT OF ONE HOLE OF THE GOLF COURSE
APPROPRIATED $131,000
THE NEW GRF BOARD SAID…
NO THANKS
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MAINTENANCE AND CONSTRUCTION PROJECTS
THE CLUBHOUSE #2 RENNOVATION
(Saved from Demolition)
APPROPRIATED $6,000,000
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MAINTENANCE AND CONSTRUCTION PROJECTS
THE CLUBHOUSE #2 RENNOVATION
(Saved from Demolition)
APPROPRIATED $6,000,000
Now will not exceed $4 million
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MAINTENANCE AND CONSTRUCTION PROJECTS
GATE ACCESS SECURITY Original appropriation with conversion of gates
$2,468,000
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MAINTENANCE AND CONSTRUCTION PROJECTS
GATE ACCESS SECURITY Original appropriation with conversion of gates
$2,468,000
Now a pilot for Gates 5 and 6Not to exceed
$362,800
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MAINTENANCE AND CONSTRUCTION PROJECTS
WE ARE HAVING A PROBLEM WITH PLANNING AND PROCUREMENT
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MAINTENANCE AND CONSTRUCTION PROJECTS
• Subject reports with no financial back-ups•Numbers pulled from thin air
with no fiscal back up data…• Listed as “placeholders”
which morph into actual $$$
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MAINTENANCE AND CONSTRUCTION PROJECTS
THE KPMG REPORT ENTITLED…
“OPERATIONAL REVIEW OF THE GOLDEN RAIN FOUNDATON OF LAGUNA WOODS PLANNING AND PROCUREMENT”
–Sept 2013
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