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![Page 1: WOODLAND RESIDENTS, INC.woodland-estates.co/documents/Part7+procedures.pdf · WOODLAND RESIDENTS, INC. Procedures and Forms WRI GOV DOCS PART VII [7/10/2018] Page 1 of 37 /2018] Part](https://reader031.vdocuments.us/reader031/viewer/2022022018/5b90ad4209d3f21c788c80d7/html5/thumbnails/1.jpg)
WOODLAND RESIDENTS, INC.
Page 1 of 37 Procedures and Forms WRI GOV DOCS PART VII [7/10/2018] /2018]
Part VII - Procedures and Forms
TABLE OF CONTENTS
Procedure/Form #1 Shareholder Action Request Form (SARF)
Purple Sheet - Available only in Office
Page 2
Procedure/Form #2 Space Improvement Request Form (SIRF)
Yellow Sheet) - Available only in Office
Page 3
Procedure/Form #3 Additional Occupant Request Pages 4-6
Procedure/Form #4 Caregiver Agreement Pages 7-8
Procedure/Form #5 Pet Ownership Agreement Pages 9-10
Procedure/Form #6 RV Storage Agreement Pages 11-15
Procedure/Form #7 Friendly Reminder Page 16
Procedure/Form #8 Key Fob Security System Page 17
Procedure/Form #9 Club House Reservations for Private Events Pages 18-22
Procedure/Form #10 Swimming Pool Release Agreement Page 23
Procedure/Form #11 Home Sales Requirements Pages 24-29
Procedure/Form #12 Exterior and Lot Inspection Report Pages 30-31
Procedure/Form #13 Request to Inspect Corporate Books & Records Page 32
Procedure/Form #14 Bylaw Amendment Form Pages 33-34
Procedure/Form #15 Responsibilities and Editorial Guidelines for The
Breeze Pages 35-36
Document #14 Park Map – Phases 1 and 2 Page 37
Definition of a Procedure: A Procedure as used here is the process a resident should
follow when communicating a need or request from the Corporation. It supplies directions
and the necessary forms needed to obtain a service, or communicate a need, with the
Woodlands Estates management.
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Procedures and Forms #1
Shareholder Action Request Form – “SARF” (Purple Sheet)
This form is only available at the office
Purpose - To provide Shareholders with an orderly method to communicate with the Board of Directors concerning: Management, Park and Corporation issues.
Shareholder Instructions: Go to the office and ask for the purple SARF form. They will be provided free of cost, and must be returned to the office filled out completely.
The Board of Directors will not accept an y SARF th at is addressed to an y individual and/ or contains any form of disrespectful and/or defamatory statements directed at any Shareholder, Director, or Staff person. The offending form will be returned to the Shareholder without any action taken.
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Procedures and Forms #2
Space Improvement Request Form (Yellow Sh eet)
This form is only available at the office
This is the basic request form for approval for all exterior improvements, additions and
alterations to a lot and/or mobile home at Woodland Estates.
1. Purpose: This form provides an or der y method to track a sh areholder ’s request and to
insure appropriate actions by our Park Management, the Board of Directors and the State
Department of Housing and Community Development as required under title 25.
2. Shareholder Instructions: Obtain the yellow forms p acket from the office and
complete all the instructions that apply to the request. You will be required to completely
fill out the forms and attach required lot plot plans. It will be logged in by the Office
Manager and given to the appropriate management person and/or Board Member. After
review, a copy of the form will be put in your mail tube with the approval or request for
more detailed description and or plans of the project.
3. State Title 25: Please refer to State Title 25 for all requirements concerning Mobile
Home installations, modifications, and repairs. Additional State Permit, documentations
and forms are sometimes required to complete this request. They are available at the Park
Office.
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Procedures and Forms #3
ADDITIONAL OCCUPANT AGREEMENT
This AGREEMENT is made part of the WRI Shareholder Lease dated
Between WRI and Shareholder/Resident
And Additional Occupant
Occupying the residence at Morgan Hill, CA.
All parties to this agreement understand that the WRI Governing Documents apply equally
between both parties and that the Rules and Regulations have additional resident requirements
that must be met as part of this Agreement.
THE PURPOSE OF THIS AGREEMENT is to outline the respective rights and obligations
of the WRI (The Corporation), Shareholder, and the Additional Occupant regarding the Lease,
the Premises and the Governing Documents.
THE CORPORATION gr ants the Sh areholder the right to have an Additional Occupantoccupy the Premises, effective , 20 . This Agreement applies to non-ownerspouse, significant other, elderly parent, or other age-qualifying Additional Occupant who lives
with a Shareholder. This Agreement does not establish qualifications to be placed on the Share
Certificate or Lease. No more than two adults may live in each house, except in special
circumstances approved by the Board of Directors. Additional Occupants are not automatically
granted the right to live in the Park.
THE ADDITIONAL OCCUPANT hereb y acknowledges th at he or she has received a cop y
of the Corporation Rules and Regulations governing the tenancy and expressly agrees to obey
those Rules and Regulations. He/She also agrees not to have guests or pets or park in guest
parking.
THE SHAREHOLDER hereb y acknowledges that he/she is responsible for the actions of the Additional Occupant while Additional Occupant is on the Premises or within the Park.
Additional Occupant’s failure to abide by the applicable Rules and Regulations will be deemed
a material breach of the Lease and grounds for termination of Shareholder’s tenancy.
THE TERMINATION OF ADDITIONAL OCCUPANT’S RIGHT TO OCCUPY will
automatically and immediately terminate upon the occurrence of any of the following reasons
(events): 1) The death of the Shareholder, 2) The termination of the Shareholders tenancy
(including, but not limited to, a termination based on the failure of Additional Occupant to abide
by the applicable Rules and Regulations), 3) Any other reason or event that results in the
Shareholders moving out (vacating) of the Premises and (4) Request of the Shareholder for
additional occupant to vacate the Premises.
IN CASE OF A PROLONGED ABSENCE OF RESIDENT the Additional Occupant shall
be entitled to continue his or her occupancy in absence of Shareholder ONLY IF all of the
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following are applicable: 1) Shareholder becomes absent from the Premises due to
hospitalization or other necessary medical treatment and expects to return to the Premises
within ninety (90) days from the date the absence began, 2) Within ten (10) calendar days after
the date when Shareholder's absence began, Shareholder (or a person legally authorized to act
on Shareholder's behalf) submits a written request to the Corporation stating that Shareholder
desires that Additional Occupant be allowed to remain in order to be present when Shareholder
returns to reside in the Premises; and 3) Additional Occupant is not in violation of any of the
applicable Rules and Regulations.
SHOULD THE SHAREHOLDER (or a per son legally authorized to act on Shareholder ' s
behalf) fail to submit a request as described above, the Additional Occupant, if still occupying
the Premises, must vacate the Premises within twenty-four (24) hours following expiration of
the ten-day period.
UPON WRITTEN REQUEST BY SHAREHOLDER (or a per son legally authorized to
act on the Shareholder's behalf), the Corporation shall have the discretion to allow the
Additional Occupant to remain for a time period longer than ninety (90) days from the date that
the Shareholder's absence began if it appears, in the Corporation's sole discretion, that the
Shareholder will return within a period of time not to exceed an additional ninety (90) days. If
the Shareholder returns to the Premises by the agreed-upon date, then Additional Occupant
shall continue to have the right to occupy the Premises until one of the events listed under the
TERMINATION OF ADDITIONAL OCCUPANTS RIGHT TO OCCUPY paragraph occurs.
If Shareholder fails to return to the Premises by the agreed-upon date, then the Additional
Occupant’s right to occupy will terminate immediately.
UNDER NO CIRCUMSTANCES MAY SHAREHOLDER(S) RENT ROOMS IN THEIR HOME.
ANY POTENTIAL ADDITIONAL OCCUPANT must complete an application and submit it
along with clear and legible copies of a Driver’s License (or other Government picture ID)
and Social Security card.
☐ Not Applicable at this time Shareholder Initials
Potential Additional Occupant’s Name
Relationship to Shareholder(s)
Shareholder Date
Potential Additional Occupant Date
Agent of Woodland Residents, Inc. Date
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WOODLAND RESIDENTS, INC.
WOODLAND RESIDENTS, INC.
APPLICATION FOR APPROVAL OF ADDITIONAL OCCUPANT
Owner-Resident(s) Making Request (please print)
Address
Telephone Number Including Area Code
INFORMATION ABOUT REQUESTED ADDITIONAL OCCUPANT
Name
Date of Birth (Must be at least 45 years old)
Vehicle Information
Make Model Year License #
The undersigned Owner-Resident(s) hereby acknowledges that the Mobile Home Park is
required to permit temporary subletting as set forth in Civil Code Section 798.23.5 for
medical emergencies.
Otherwise, Woodland Estates does not permit subletting.
The undersigned further acknowledges that the above-named additional occupant does not de- sire to establish independent rights of tenancy in the mobile home park and, if approved, will have the status only of a guest of the mobile home park, and if the additional occupant is approved, a written acknowledgment of guest status must be signed by the Owner-Resident, the approved additional occupant, as well as Park Management.
I certify that all the foregoing information is true and correct and that any information that is incorrect, either intentionally or negligently, will result in revocation of any permission granted by Woodland Estates.
Date Owner-Resident’s Signature
Additional Occupant Request: Approved Not Approved
Date Park Management
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Procedures and Forms # 4
CAREGIVER AGREEMENT This AGREEMENT is made part of the WRI Shareholder Lease dated
between WRI and Shareholder
and Caregiver
occupying the residence at Morgan Hill, CA.
All parties to this agreement understand that the WRI Governing Documents apply equally between both parties and that the Rules and Regulations have additional resident requirements that must be met as part of this Agreement.
PURPOSE O F A G R E E M E N T . This A g r e e m e n t o u t l i n e s the respective rights a n d obligations of the Corporation, Shareholder, and Caregiver regarding the Lease and the Premises.
1. RIGHT TO OCCUPY PREMISES. This Agreement grants the Shareholder the right to have a Caregiver occupy the Premises, effective , 20 , for the purposes of providing live-in, long term, or terminal care to Shareholder who is disabled, pursuant to California Fair Employment and Housing Act, Section 12926. Caregiver will have no tenancy rights in the Premises or under the Lease.
2. CAREGIVER TO OBEY RULES AND REGULATIONS OF THE CORPORATION. Caregiver hereby acknowledges that he or she has received a copy of the Rules and Regulations governing the tenancy and expressly agrees to obey those Rules and Regulations. Caregiver must be accompanied by the Shareholder whenever using common areas and Park facilities.
3. SHAREHOLDER RESPONSIBLE FOR ACTIONS OF CAREGIVER. Sh areholder hereby acknowledges that he or she is responsible for the actions of Caregiver while Caregiver is on the Premises or within the Park. Caregiver's failure to abide by the applicable Rules and Regulations will be deemed a material breach of the Lease and grounds for termination of Shareholder's tenancy. If Shareholder removes Caregiver pursuant to written notice of breach from the Corporation, Caregiver may be replaced (subject to approval by the Corporation).
4. AUTOMATIC TERMINATION OF CAREGIVER'S RIGHT TO OCCUPY. Caregiver’s right to occupy the Premises will immediately terminate upon the occurrence of any of the following reasons/events: a) The death of the Shareholder; b) The termination of the Shareholder's tenancy (including, but not limited to, a termination based on the failure of Caregiver to abide by the applicable Rules and Regulations) or c) Any other event that results in the Shareholder moving out of the Premises.
5. PROLONGED ABSENCE OF SHAREHOLDER. C aregiver shall be entitled to continue his or her occupancy in absence of Shareholder only if all of the following are applicable: a) - Shareholder becomes absent from the Premises due to hospitalization or other necessary medical treatment and expects to return to the Premises within ninety (90) days from the date the absence began., b) Within ten (10) calendar days after the date when Shareholder's
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absence began, Shareholder (or a person legally authorized to act on Shareholder's behalf) submits a written request to the Corporation stating that Shareholder desires that Caregiver be allowed to remain in order to be present when Shareholder returns to reside in the Premises; and c) Caregiver is not in violation of any of the applicable WRI Governing Documents.
6. SHOULD THE SHAREHOLDER (or a per son legally authorized to act on Shareholder's behalf) fail to submit a request as described in Paragraph 5b above, the Caregiver, if still occupying the Premises, must vacate the Premises within twenty-four (24) hours following expiration of the ten-day period.
7. APPROVAL F O R A L I V E -IN C A R E G I V E R i s p r e d i c a t e d u p o n a p h y s i c i a n ' s statement that such is needed. That statement must be renewed every six months. Should the Shareholder (or a person legally authorized to act on Shareholder's behalf) fail to submit a physician’s statement that a Caregiver is needed; a live-in Caregiver may not occupy the Premises. If a Caregiver has been approved and is occupying the Premises, and Shareholder fails to submit a renewed physician's statement every six months as required by Woodland Residents, Inc., the Caregiver must vacate the Premises within twenty-four (24) hours following expiration of the period for such renewal.
8. UPON WRITTEN REQUEST BY SHAREHOLDER (or a per son legally authorized to act on Shareholder's behalf), the Corporation shall have the discretion to allow Caregiver to remain for a time period longer than ninety (90) days from the date that Shareholder's absence began if it appears, in the Corporation's sole discretion, that Shareholder will return within a period of time not to exceed an additional ninety (90) days. If Shareholder returns to the Premises by the agreed-upon date, then Caregiver shall continue to have the right to occupy the Premises until one of the events listed in paragraph 5a occurs. If Shareholder fails to return to the P r e m i s e s by the agreed-upon date, then Caregiver’s right to occupy will terminate immediately.
☐ Not Applicable at this time Shareholder Initials
☐ Potential Caregiver’s Name
Relationship to Shareholder (s)
Date Shareholder
Date Potential Caregiver
Date Board Member—Woodland Residents, Inc.
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Procedures and Forms # 5
PET OWNERSHIP AGREEMENT
PET OWNERS must adhere to Section XI, Items A and B of the Rules and Regulations.
Complete your pet information in the designated spaces below and provide a picture of your pet
(s), a certificate of inoculations, and a record of a current Morgan Hill pet license when
applicable.
DOGS may not exceed fifteen (15) inches maximum m at the shoulder. Except for the
allowed two pets, no animals of any type are allowed to be present in the park. The only
exception to this rule shall be service animals. Specifically, no Pit Bulls, Rottweilers, Chows, or
Doberman Pinchers are allowed. In addition, no illegal, exotic, poisonous, or dangerous pets
are permitted.
PET # 1. T ype of pet: Name me:
Color: Weight: Height:
PET # 2. T ype of pet: Name:
Color: Weight: Height:
PLEASE ATTACH -- for each pet a picture, certificate of inoculations, and copy of a M. H.
Pet License.
Failure of a Owner-Resident to remove a pet from the park when management requires removal
of the pet shall constitute a violation of the park Rules and Regulations and applicable remedies
shall be available to management for such violation.
I/WE UNDERSTAND AND AGREE that I/we shall be responsible and liable for an y
injury, damage, or other loss, expense, harm, liability, claim, demand, suit and cause of action
arising from or substantially the result of the keeping of the pet, including its behavior, actions
and omissions, or conditions resulting from keeping the pet. I/We therefore agree to indemnify
and hold the Corporation Management, and its employees, agents and representatives free and
harmless from all liability, including the cost of providing a defense.
I/We have read Pet Section XI, A and B of the Woodland Residents, Inc. Rules and
Regulations, this Agreement, and hereby consent to compliance.
☐ NO PET AT TIME OF MOVE-IN Date:
Shareholder(s) Signature: Space #
Management: Signature:
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WOODLAND RESIDENTS, INC.
PET OWNERSHIP AGREEMENT / ADDENDUM
We understand that our dog(s) or cat(s) must be confined to the house or fenced in yard and cannot be walked inside Woodland Estates unless on a leash. Dog or cat waste must be picked up right away to prevent odors and health hazards. No excessive barking is allowed and any complaints from neighbors could result in the animal having to be moved to another location.
I/We have read Pet Section, Article XI, sections A and B, of this Agreement and hereby con- sent to compliance.
Space #
Owner-Resident(s) Signature Date
Owner-Resident(s) Signature Date
Park Management Signature Date
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Procedures and Forms # 6 RV STORAGE LOT POLICY AND RULES
The Woodland Estates RV Lot is for the storage of trailers, fifth wheels, motorhomes, campers,
campers, boats and other vehicle(s) belonging only to shareholders. The RV lot is a restricted area
and only authorized persons should be inside the lot. In order to maintain safe, secure and easy
access to their RV’s and other vehicles, renters must comply with the following policies.
1. Assignment of a space is determined by the size of the vehicle and assigned by the RV
Lot administrator.
2. If you occupy a space that would be more suitable for an incoming RV, the RV
Administrator and/or Park Management may ask you to move your RV to another site
that would be suitable.
3. Large RV’s that protrude from the white lines will be assigned to specific spaces where
they will not block the through-way in critical areas of the lot and interfere with the
maneuvering of vehicles.
4. A vehicle or equipment primarily associated with an RV is acceptable in the same
space as the RV providing it fits within the boundaries of the space and does not
interfere with neighboring spaces. Storage any second vehicle with your RV in your
space without prior permission of the RV Administrator and/or Park Management is
prohibited.
5. All vehicles, including utility trailers and automobiles, must be in running order and a
copy of the current valid registration must be provided to the park office each year.
Proof of insurance must also be provided.
6. Shareholders may rent a space for additional vehicle(s) at the current rental rate
providing there are spaces available. However, the arrival of an RV will have
precedence for the space and the owner of the non-RV vehicle must relinquish the
space.
7. Units must be parked centered in the assigned space and parallel to the white lines.
Leave about 18 inches between the rear of the RV and the fence in order to allow a
walkway for maintenance activity. Placing a chock to position your RV is
recommended.
8. Keep your space area clean. Any vehicle that drips gasoline or oil must be repaired to
avoid damage to the RV storage space and streets.
9. Electricity is to be used only for a maximum of 2 days before or after a trip and when
working on your unit. The electrical wiring in the RV lot is not designed to handle
large loads. Under no circumstances are air conditioners to be run when plugged into a
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receptacle in the storage unit. You will blow the circuit breaker, affecting the security
lights, which could result in significant damage and repair costs to the corporation. If
you wish to use your air conditioner while in the lot, you must power it with your own
personal generator.
10. Slide-outs must be retracted unless you are present and working at your storage site.
Leaving them open while not in attendance makes it difficult for your neighbors to
access their RV and is dangerous for them to pull out and park in their space.
11. When working on your RV, leave at least one side of an access gate in the secured open
position.
12. Always close and lock the gates when leaving the lot even if you plan to return shortly.
13. If you see an indication of attempted entry, theft, or other breach of security, notify the
Park Office immediately.
14. Do not hook up trailers, fifth wheels and/or tow-vehicles and leave them in the lot
unattended for any length of time.
15. When you no longer have reason to rent a space notify the Park Office. Turn in your
key to the office. RV space rental fees will continue to be charged until the key is
returned.
16. If you purchase a new RV, fill out a new updated application form and provide the
office with a copy of the registration to update your file. The RV Administrator will
determine if a different space is required for your new unit and make arrangements for
an adequate space.
17. Woodland Residents Inc. is not responsible for any damages that may happen to your
vehicle while stored in the RV lot.
Gate Key Policy
1. The gate key may not be duplicated.
2. The key is not to be loaned to any other person including shareholder, relative or
friend.
3. A lost key must be reported immediately to the Park Office.
4. A replacement keys are $10 and may be obtained from the Park Office.
5. When a rented space is no longer needed, return the key to the park office.
FAILURE TO COMPLY WITH THIS POLICY COULD RESULT IN YOUR RENTAL
PRIVILEDGE BEING REVOKED.
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Procedures and Forms # 6
RECREATIONAL VEHICLE STORAGE AGREEMENT
RV Storage Lot Assignment Process
I. Assignment of RVs to Storage Lot.
A. Shareholder requests space for RV at Park Office.
B. Park Office gives shareholder copy of agreement and policy/rules of RV Storage lot.
C. Shareholder completes paperwork and submits (with copy of vehicle registration and
insurance) to Park Office.
D. Park Office notifies RV Administrator of request for RV space assignment.
E. RV Administrator assigns space and notifies office of space assignment.
1. Office management notifies shareholder of space assignment.
2. Office management issues lot key and gives copy of completed paperwork to
Shareholder and a copy to RV Administrator.
3. Reminder, rent for storage space begins on the date of space assignment.
F. RV Administrator will update the schedule board in the Woodland Estates Office and file
paperwork in binder.
II. Vacating RV Storage Lot Space Process
A. Shareholder notifies Office that they no longer wish to rent space and turns in their key.
B. Office notifies the RV Administrator when a RV space is vacated. C. RV Administrator will update the schedule board in the Woodland Estates office.
III. Shareholder must fill out a new application each year and provide proof of ownership, current
registration, and proof of insurance of vehicle in storage. The vehicle must be in running order
and properly maintained.
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RECREATIONAL VEHICLE STORAGE AGREEMENT
This Storage Agreement is made between Woodland Residents, Inc., Owner of Woodland Estates Mobile
Home Park (Park) and (Owner-Resident).
Park agrees to provide storage for Owner-Resident owned recreational vehicle (RV):
Woodland Estates Address:
Vehicle Information/Description:
Year Make Model
Length 1D License # State
Owner Information: Please attach a copy of your current registration.
Registered Owner: Name
Address
Phone
Legal Owner: Name
Address
Agreement:
Phone
1. Storage Charges: This agreement shall commence on (date) . Upon execution of this Agreement, Owner-Resident agrees to pay Park the sum of $
for each vehicle space occupied per month of this agreement; this will be billed on the Owner-
Resident's monthly Park billing statement and payable on the first day of each month until the
expiration of this agreement. Adjustments to the storage charges may be made in accordance
with Mobile Home Residency Law and other applicable laws. 2. Resident's Conditions and Obligations: No dilapidated or unsightly recreational vehicles
may be stored in the storage space. Attached is a true and correct copy of the current registrations license of documentation and proof of insurance for the recreational vehicle to be stored in the storage space. Resident shall send notice to the Park of any changes in the registration or licensing information on the recreational vehicle.
3. Termination: Either party may terminate this agreement by giving the other party thirty-days
written notice of such termination. The notice shall be sent via first-class mail or hand
delivered to Resident at their address in the Park or to the Park office at 850 W. Middle Ave.,
In the event of such notice, Resident agrees to remove the recreational vehicle from the storage
area and Park agrees to return or refund any advance storage charges paid and not applied to
items through the date of termination. 4. Waiver: Park agrees to provide separate storage facilities in an area to be designated by Park
for the recreational vehicle, but Park is not responsible for any damage or loss from any cause
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arising at any time to such recreational vehicle, including but not limited to fire, theft, acts of
God, vandalism or any physical damage while the recreational vehicle remains in the storage
facility, other than the negligence of Park's employees. Resident agrees to such provisions and
agrees to indemnify and hold Park harmless from any and all damage or injury to any person or
equipment on the recreational vehicle arising from any cause or from the negligence of
Resident, his/her family or guest. The Park recommends that Owner-Resident obtain insurance
on the recreational vehicle stored in the Park's separate storage facilities.
5. Claim of Lien: Resident understands and agrees that the recreational vehicle stored in the
Park's separate storage facilities will be subject to a clam if lien and may even be sold to satisfy
the lien if the storage or other charges due relating to such storage remain unpaid for 14
consecutive days and that such actions are authorized by the California self-service Storage
Facility Act contained in the Business and Professions Code.
6. Attorney's Fees: In any action arising out of this Storage Agreement, the prevailing party shall
be entitled to reasonable attorney fees and costs. A party shall be deemed the prevailing party if
the judgment is rendered in his or her favor or where the litigation is dismissed in his or her
favor prior to or during the trial; unless the parties otherwise agree in the settlement or
compromise. 7. Re-designation of RV Space: Because of the size of the RV units and space availability, it
may be necessary to re-designate your parking space. By signing this Storage Agreement, you will agree to move your RV to a re-designated space if necessary.
Resident acknowledges having read this RV Storage Agreement and the RV STORAGE LOT POLICY
AND RULES and agrees to be bound by all of the terms and conditions contained herein. The parties have
executed this RV Storage Agreement as of the date first set forth above.
I have received a copy of the RV Storage Lot Policy and Rules and have read and understand
them. I will follow and comply with them.
I acknowledge receipt of a RV gate key (for my use only) and will only use it in accordance to
the policies as stated in the RV Storage Lot Policy and Rules.
I have received a key to the RV storage lot and understand there is a $10 replacement fee for a
lost key.
Dated
Owner-Resident Signature
Please Print Name
Dated Owner-Resident Signature
Please Print Name
RV Space(s) # # #
Dated Woodland Estates Representative
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Procedures and Forms #7
FRIENDLY REMINDER
This Procedure and form is given to shareholders who need to be reminded of the Parks Rules
and Regulations relating to Lot maintenance and upkeep. It is the responsibility of the Park
Manager to observe unsightly conditions or respond to any Shareholder complaints and respond
to them by providing this notice.
To: Date
[ ] Your space needs some maintenance work
[ ] Grass needs to be cut
[ ] Grass needs edging around space
[ ] Weeds need to be removed
[ ] Grass needs to be watered
[ ] Grass needs to be planted
[ ] Trees/shrubs need to be trimmed
[ ] The exterior of your mobile home needs some work
[ ] Damaged – Missing skirting needs to be repaired or replaced
[ ] Home needs to be washed/painted
[ ] Other
PLEASE PERFORM THE ABOVE MAINTENANCE WITHIN THIRTY (30) DAYS.
[ ] We have recently noticed that you have a pet that is not registered on your lease
agreement. Please note that permission to keep a pet must be approved by Park Management.
No more than two (2) pets per household. Please see the Park Manager to complete a pet
agreement.
[ ] A complaint has been received at the park office regarding the following:
This is in violation of the park rules and regulations. Please see attached copy of Rules andRegulations: We require that you correct the above complaint by:
If you are unable to comply or you have questions, please contact the Park Manager.
, 20 .
SIGNED DATE
First Notice Second Notice Third Notice
If this is your (3rd) final notice per the WRI Bylaws you are subject to fines up to $25 per day.
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KEY FOB SYSTEM INFORMATION Note: In reference to k ey fobs, the terms " fob" and " key" are one and the same.
A key fob is needed to enter the clubhouse as described herein. Upon close of escrow you will be assigned one key fob to identify your household, at no charge. An additional fob may be obtained by submitting a “Fob Request” form (available in the office) along with a check for $15.00 made payable to Woodland Residents, Inc. to cover the cost of the additional fob. If you lose your fob, you must immediately report the loss to the Office. That fob will be, deactivated and will no longer unlock any clubhouse door.
A replacement fob can be purchased b y submit ting a Replacement Fob Requ est Form available at the Office, along with a check made payable to Woodland Residents, Inc. for $15.00 to cover the cost of the replacement fob. You must return the fob(s) when you sell your home.
KEY FOBS ARE FOR USE BY RESIDENTS ONLY! Do not loan your fob to relatives or other visitors. You may be held responsible for any damage that may occur at the clubhouse while your fob shows you were in the clubhouse at that time. Each fob contains a unique code that identifies the name and unit number of each resident holding the fob. A computer system records the identity of each resident and their unit when they enter the clubhouse, the date, time and the door(s) entered. Four clubhouse doors and the two pool gates have readers installed.
These are:
• Front west lobby door leading to the Office • Rear door leading to the laundry and reverse-osmosis water room
• Rear doors leading to both of the co-ed exercise rooms
• Front and rear pool gates The fob reader is on a white post just to the right of the entrance door. Simply hold your fob up to the reader. The door will unlock allowing plenty of time for you to open the door.
Club House Doors: • The main front west lobby door will remain unlocked during business hours,
Monday through Friday from 8 a.m. to 4 p.m. The east lobby door will be locked at all times.
• On weekends and holidays, key fob access to the main front west lobby door is available during the usual clubhouse hours from 8:00 A.M. to 10:00 P.M.
• The laundry and reverse-osmosis water room is key fob available to residents every day from 6:00 a.m. to 10:00 P.M.
• The swimming pool gates are locked at all times with FOB access from 9:00 A.M. to 10:00 P.M.
Residents are urged to NOT open the doors for folks who neglect to bring their fob and ask to be let in whether you know the resident, or not. To allow a person’s entrance in this manner defeats the purpose of securing the clubhouse and establish accountability for what happens at the clubhouse.
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Document/Forms # 9 CLUBHOUSE RESERVATIONS FOR PRIVATE EVENTS
PURPOSE: To provide WRI Shareholders the procedures for reserving the clubhouse for private events.
SCOPE: This Procedure is 4 pages long and provides the details, qualifications, terms, how to apply and get approval to reserve the clubhouse for private events and includes the following conditions and forms:
1. Reservation Qualifications and Conditions Page 2 2. Clubhouse Reservation Application and Agreement Page 4 3. Alcohol Beverage Agreement Page 5
CLUBHOUSE RENTAL: Includes kitchen, assembly room, front restrooms and paved BBQ areas only Excluded areas are lobby, pool tables, library, exercise rooms, locker rooms, spa, sauna, and swimming pool.
RESPONSIBILITIES: The Applying Shareholder/Resident, Office Manager, and the Board of Directors all have the responsibility to insure all aspects of the procedure for a resident’s Application is completed as described.
APPLYING SHAREHOLDER: Complete the Clubhouse Reservation Application and Agreement in full and provide accurate an d detailed information to allow informed approval of the reservation. A check drawn to Woodland Estates for security and cleaning in the amount of $500.00 must be submitted with the Application. This check is refundable if the resident follows the cleaning instructions herein.
OFFICE MANAGER: The Office Manager assists the resident with all required forms, assigns a Board member for the inspections process and reviews the Application form for completeness with detailed information. The Manager will not accept the Application form if it is not completed and with accurate information.
BOARD OF DIRECTORS: Two Board members will review the Application to insure the qualifications and conditions for the event comply with this Policy. Board reviewers will reject any Application that does not conform to the Reservation Policy.
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Document/Forms #9 RESERVATION QUALIFICATIONS AND CONDITIONS
1. Reservations for use of the Clubhouse ar e mad e b y submitting your App lication alon g
with your refundable security and cleaning deposit check in the amount of $500.00 to the
Office Manager at least fourteen days prior to the event.
2. Your Application will be rejected unless it is completed in full and with enough detail
for reviewers to understand the full intent of your event. You must sign the Application
indicating you agree with all conditions for use of the Clubhouse. The reviewing Directors
may deny any Application if it is deemed the event in any way disregards this Policy or
compromises the surrounding neighbors or the majority of the residents enjoying their
community.
3. Reservations may be made for Saturd a y or Sunda y as lon g as it does not interfere with
Park Activities.
4. Only applications for celebrations or memorial services for resid ents and immediate
family members (parents, siblings, children and grandchildren) will be considered.
5. The permissible number of guests, including children, is fift y (50) unless the Boar d of
Directors authorizes a special waiver.
6. FACILITIES AND TYPES OF EVENTS:
A. Reservations may be made: To use the lobby, assembly room, kitchen, front
restroom, and the paved barbecue area Front lobby area is excluded.
B. Reservations may NOT be made, under any circumstances, for Outside areas, i.e.,
bocce ball, tennis, pickle ball, horseshoes, the pool table area (on the mezzanine), the
pool, spa, sauna and exercise areas.
C. Any report of children unattended or other guests in any restricted area will cause your event to be immediately terminated.
D. Any “outside” function, i.e., private club, business or political functions, or advertised events open to the public are not allowed.
E. You must submit a copy of the Insurance Declaration Page (face sheet) from your homeowner’s insurance policy.
7. Coordinate with the Park Office the dates and times for the Pre- and Post-Event
inspections. The Park Office will assign a Board member who will do a walk-through
inspection with you before and after your event. Set-up/clean-up will begin on the Same
Day as the event. You ma y request set -up and breakdown of tables and chairs by
Management for an additional fee of $100.
8. Woodland Estates community h as no activities, pla y areas, or special safety features to
accommodate children. The applying shareholder, along with parents, is responsible for
monitoring children and keeping them confined to the designated function area. Under no
circumstances are guests attending a family event allowed in the swimming pool, outside
of the clubhouse, spa, sauna, exercise area, or pool table (mezzanine) area.
9. Approvals may be cancelled if the details of an event chan ge between the time of approval and when the function is to be held. It is the responsibility of the shareholder making the reservation to keep the office apprised of an y changes in the details of the event, including the anticipated attendance level, etc.
10. Without exception, the beginning time is not earlier than 9:00 A.M. and the
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cleanup and inspection time must be concluded before 10:00 P.M. (Ready to be inspected by management on that night.
11. To guarantee the refund of your deposit, the facilities must be left clean and if an y damage is caused by you or your guest(s), you are responsible for the cost of repair.
12. Upon the final inspection of facilities and approval of the return of your deposit, you may pick up your check from the office on the first business day after the event.
13. The Clubhouse, and all of its attached buildings and the 30 ft. surrounding area are designated as "SMOKE-FREE."
14. If alcohol is to be served, the reserving sh areholder must sign the Alcohol Beverage Agreement. If not signed and alcohol is served, termination of the event will be immediate.
15. Guests must park in designated par kin g areas only. Our streets must remain open for residents and emergency vehicles, and no street parking is permitted. It is the applicant’s responsibility to make arrangements for off-site parking when the number of cars will exceed the number of parking spaces. Please designate someone to monitor parking for you.
16. Engaging in unlawful activities, creatin g a disturbance or bein g unresponsive to Park Management’s demand for compliance will result in the immediate termination of your event.
17. It is the applicant’s responsibility to inform guests of Woodland Estates’ Rules and Regulations and these conditions for use of the clubhouse, and to make certain they are followed. Failure to comply with any Woodland Estates rules may cause you to lose the right to reserve the clubhouse for future events and prevent you from receiving a portion or all of your cleaning/security Deposit.
I/We have read, understand and agree to comply with all conditions for reserving the Clubhouse
for my/our private event.
Shareholder Signature: _ Date:
Park Management Signature: Date:
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CLUBHOUSE RENTAL APPLICATION AND AGREEMENT
Name of Owner-Resident(s) Applicant(s):
Address: Phone Number:
Event Date: Start Time: End Time:
Event Purpose:
Planned Entertainment:
Total Number of Attendees: , Children: , Residents:
Facility Setup how many: round tables: rectangle tables: chairs:
Request Tables and Chairs setup/break down by Management: No: Yes:
Will Alcohol be served? No: Yes: Read and sign the Alcohol Beverage
Agreement.
Insurance declaration page attached: No: Yes: Check attached for $500
I/We release Woodland Residents, Inc. from all responsibility and liability for accidents, dama ge
or personal injury that may occur while using any of the clubhouse facilities for our private event. I/We
have read and understand the conditions of this agreement. I/We have also read and understand the
Woodland Residents Inc. clubhouse reservation Policy pertaining to the Park facilities. By my/our
signature(s) below I/we agree to comply with this agreement and with said policy. I/We take full
responsibility for all guests by signing below.
Shareholder Signature: Date:
Shareholder Signature: Date:
Management Approval Date:
Management Pre-Inspection Date: Time of Pre-Inspection:
Management Post-Inspection:
Post-Inspection Date: Time of Post-Inspection:
Manager Comments:
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ALCOHOL BEVERAGE AGREEMENT I/We, Shareholder(s) of Woodland Estates, agree to the following:
1. For liability reasons, alcoholic beverages for private events may not be supplied b y the
reserving Shareholder. Guests may be invited to bring their own alcoholic beverage to be
consumed only by said guests.
2. Absolutely no alcohol beverages ma y be served to or consumed b y anyone under the age
of twenty one (21) while attending the private function.
3. Alcoholic beverages ma y be served only from a controlled bar and must be super vised
and monitored by an adult 21 or older.
4. Intoxicated individuals may not be served a y additional alcohol.
5. Alcoholic beverages may not be sold in the Club House
6. The Shareholder(s) reserving the clubhouse agrees that he/she will fully Indemnify
and hold harmless Woodland Residents, Inc., its Board of Directors and members from
any and all liability, loss, or damage suffered as a result of claims, damage, costs, or
judgment brought against them individually or collectively, as a result of the undersigned
serving alcohol beverages at the Clubhouse. This indemnification and duty to defend
includes (but not by way of limitation) all attorney’s fees, expenses whether direct or
indirect incurred in the compromise, attempted compromise, trial, appeal, or
arbitration of
claims arising from the undersigned serving alcoholic beverages at the Clubhouse.
7. Any additions or modifications to this Agreement must be made in writing, agreed
to and signed by both parties.
I/We have read, understand and agree to comply with the conditions of the Alcohol Beverage
Agreement.
Shareholder(s) Signature: Date:
Shareholder(s) Signature: Date:
Address: Date of Event:
Management Signature:(s) Date:
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Procedures and Forms #10
Swimming Pool Release Agreement
Shareholder
Address
Date
I, the undersigned shareholder, understand and appreciate the many dangers and potential
problems caused by the use of the Parks recreational amenities such as the Pool, spa and
saunas. I/ We also understand that the Park does not offer any lifeguard or emergency services
for those shareholders and/or their guests.
Therefore, in consideration for the increase costs for providing these services and in
consideration for allowing shareholders and their guests the use of said amenities, I/We hereby
agree to release, indemnify and hold harmless the Woodland Residents Inc. owner, operators,
employees, agents and representatives from any and all claims of any kind, whether for
damages, injuries or any other problems arising from the use of the aforementioned amenities
and their adjacent areas by myself, spouse, children, and other members of my family as well as
our guests.
I understand that nothing in this Agreement will be construed as a waiver of claims based on the
negligence or willful acts of the Park owners or any of their representatives.
This agreement is intended as a full and complete release as to any and all claims resulting from
the use of the pool, spa and sauna and their adjacent areas or facilities and I do hereby release
the Park owners and its representatives from any and all such claims in the future.
Shareholder Date
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Procedures and Forms # 11
Home Sales Information
Responsibilities of the Parties - Lot Inspection Report
PURPOSE: To provide all the principals involved with the sale of Real Estate in
Woodland Estates (the Park) with the necessary information, requirements and instructions so
as to complete a straightforward and successful experience in the transaction of home sales
(Transfer of Title).
BUYER, SELLER & AGENTS ACKNOWLEDGEMENT OF THIS WRI FORM SELLING BY OWNER/SHAREHOLDER ACKNOWLEDGEMNET OF THIS WRI FORM
I / We, the following, acknowledge receipt of a copy of this Policy & Procedure and have read
and understand my/our responsibility (ties) in the home sales process of selling and buying a
home in Woodland Estates.
Seller(s)
Resident Address:
Sellers Agent:
Company:
Date:
Phone:
Buyers Agent: Company: _ Phone:
Please return this signed page to the Park Office Management and register with its sales
coordinator.
RESPONSIBILITIES AND INFORMATION FOR
SELLER AND/OR OWNER/SHAREHOLDER
A. When you list your home for sale or are transferring title to a home in the Park, you must
submit a completed "Intent to Sell Form" (included in your Seller's Packet) to the
Woodland Estates Office.
B. Pick up a Sellers and/or Agents Realtor’s Packet and make sure your agent has this packet. It
is of the utmost importance that you share this with your agent.
C. Update "Intent to Sell Form" every 180 days until home is sold.
D. Have your agent fill out their portion of the "Intent to Sell Form.” Your agent must provide
a Client thumbnail copy of the MLS for the office to post.
E. Provide your agent with a copy of a recent rent statement so he/she can become familiar
with the monthly expenses for your space.
F. Park management will not enter into any of the negotiations of a sale. Seller will contact
Park Management regarding any sales process questions.
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G. When seller accepts an offer, seller will surrender their stock certificate to Park
Management.
H. It must be signed in the appropriate place on the reverse side.
I. When the Shareholder accepts an offer on their home, Park Management is to be notified.
Park Management will make an “Exterior and Lot Inspection Report.”
J. Required corrections and/or replacements must be made prior to close of escrow.
K. BE AWARE that Woodland Estates will not allow escrow to close until all required
corrections described on the "Exterior and Lot Inspection Report", and Termite Inspection
Report are in compliance.
L. Order a termite inspection. Your Realtor can recommend reputable inspection companies.
M. Shareholder should ensure that their Broker/Agent provides the buyer's agent with a copy of
the "Exterior and Lot Inspection Report".
N. Shareholder must make sure the agent is aware of and advises his/her client of the
Woodland Residents, Inc. required Share Equity Assessment. The Share Equity
Assessment fee is not to be included in the listing price, but is to be paid through escrow
by the buyer.
O. Your buyer's orientation will not be scheduled until all required transaction documentation
from you and the realtors have been submitted to Park Management.
P. Surrender your Stock/Shares Certificate and Key Fob(s) to the Park Office before escrow
closes. Failure to do so will delay close of escrow. A replacement fee of $15.00 per fob
will be charged for lost fobs. If your stock certificate is lost, complete a "Duplicate Stock
Certificate" form that is available from Park Management. Your request will be sent to our
corporate attorney. The estimated time to verify the validity of the Stock/Shares Certificate
and to process the request should be no longer than an hour and the fee is $150.00 barring
any complications.
Q. Provide Park Management with your forwarding address and a contact phone number.
RESPONSIBILITIES OF THE WOODLAND ESTATES PARK OFFICE
A. To provide the seller/shareholder and seller's realtor with their “Sales Packets” upon
notification that the residence / lot is for sale.
B. To forward the "Intent to Sell" form to the Board President.
C. Park Management will monitor the park for newly installed "For Sale" signs.
D. The Office notifies the shareholder if the “Seller's Packet” has not been picked up and the
"Intent to Sell" form has not been submitted. Shareholder also notifies the realtor to pick up
their packet and notifies the Board President as well. The Office refers any and all sales
questions to the Board President.
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E. The Office makes the “Exterior and Lot Inspection Report” and forwards it to the Board of Directors and sellers agent for follow-up.
F. The Office will provide the Buyer, or the Buyer's realtor, with the “Buyer's Packet” once an
offer has been made and accepted.
G. The Board President will receive the newly prepared Stock Certificate from the attorney
after close of escrow and will make copies for the Shareholder's file and contact the new
Shareholder(s) to come to the park office to pick up the Stock Certificate. The Board
President will have the shareholder(s) sign the copy for the receipt of the certificate. A copy
of the title is needed before this happens.
RESPONSIBILITIES OF THE PARK MANAGEMENT COMPANY
A. Seller requests the Park Office to make the “Exterior and Lot Inspection Report” upon
receipt of “Intent to Sell Form” and forward it to the Board President for follow-up. The
Park Office will send all other required documents, including Pest Control, Roof, and Stock
Certificates to the Board President.
B. Maintains a checklist form and tracks all of the documents.
C. Upon approval of the application, notifies the Buyer and Realtors and notifies the Board
that an Orientation session needs to be scheduled. After the orientation, Park Management
will send a demand notification to the Title Co. requesting any outstanding fees and send
the required transfer fee.
D. Park Management will forward, when received from the buyer, a copy of their Certificate of
Title and the seller's Stock Certificate to our Corporate Attorney for preparation of the new
Shareholders Stock Certificate.
E. Park Management will mail duplicated copies of the signed Orientation Packet documents
to the buyer.
RESPONSIBILITIES & INFORMATION FOR
REAL ESTATE AGENT/BROKER & SELLER/SHAREHOLDER
SELLER/SHAREHOLDER BROKER/AGENT:
A. When an offer is accepted, advise the buyer's agent he/she must get a "Realtor's
B u ye r s Packet" from the Woodland Estates Office.
B. It is your responsibility that the seller meets all of the sales process requirements. To begin,
make certain your seller has submitted an "Intent to Sell" form. The "Intent to Sell Form"
must be updated every 180 days until home is sold. Submit all required sales documents to
Park Management. Do not take any documents to the Woodland Estates Office.
C. Communicate with all parties to keep all parties informed throughout the transaction.
D. Ensure the buyer and buyer's agent are aware of the Woodland Residents, Inc. required
Share Equity Assessment.
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E. So all parties have a comprehensive understanding of our monthly payments to the
Corporation, review with the seller their monthly statement. Complete the "Woodland
Estates Monthly Statement Amounts" that is included in your Realtor folder. Make certain
the buyer's agent and the buyer receive a copy in a timely manner. It is suggested that you
have a supply of copies in the home for prospective buyers and their agent to review.
F. As soon as an offer is accepted, advise the buyer's agent to obtain from the park office a
"Realtor's Packet" for his/her information and Buyer's Orientation Packet to give to the
buyer.
G. When available, provide the Buyer and Buyer's Agent with a copy of the completed
"Exterior and Lot Inspection Report.".
H. You are required to attend the Orientation Meeting with the buyer and the buyer's agent.
"FOR SALE" AND "OPEN HOUSE" SIGNS
(Also applies to SALES BY OWNER)
A. A "For Sale" may be placed on the side of the home facing the street, in front of the home
facing the street, or perpendicular to the street. The sign shall state the name, address and
telephone number of the agent. The sign shall not exceed 24 inches in width and 36 inches
in height. The sign must be removed within two (2) days of close of escrow.
B. During the hours of an open house, a single "Open House" sign may be placed at the
following four (4) locations only.
a. At the sidewalk entrance to the home and may be of an A-frame or H-frame design,
with the sign face perpendicular to but not extending into the street.
b. On the median on Park Drive near the Park entrance.
c. Just outside the rear Park entrance.
d. Street entrance “Flyer box” attachments to the realty signpost only.
BUYER'S BROKER/AGENT
A. Only those whose name(s) appearing on the buyer's certificate of title will be Shareholders
(resident-owners) and allowed to be on the stock certificate, sign the Woodland Residents,
Inc. lease, and attend Board and Shareholder meetings.
B. It is your responsibility that the buyer meets all the mandated requirements.
C. It is your responsibility that the buyer meets all of the sales process requirements.
D. Ensure the buyer is aware of Woodland Residents, Inc. required Share Equity Assessment.
E. Make sure you request an Orientation Packet from the park office as soon as (not before) an
offer has been accepted and give it to the buyer. Do not remove any documents from the
Packet.
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F. Once the application has been approved, make certain the Buyer's Orientation is scheduled
through the Park Management.
G. The buyer must read and sign the required forms in the Orientation/Buyers Packet prior to
attending the orientation Meeting. If this is not done, the orientation will be rescheduled.
H. You are required advised to attend the Orientation Meeting with the party or parties you are
representing.
BUYER'S RESPONSIBILITIES AND INFORMATION
A. Management will not show homes or enter into any of the negotiations of a sale.
B. Refer any questions about the sales process to Park Management or your Realtor.
C. An additional third person may reside with you upon approval from the Board and
Management. Refer to “Additional Resident Policy & Procedure" in Procedures and Forms - Section (Part VI - Section 2 - Pages 4-6), also found in your Buyer's Orientation Packet
for qualification and processing Information. Clear and legible copies of Driver’s License
must be submitted with your application. Your realtor has copies of applications and can
assist you in this process.
D. Your orientation meeting will not be scheduled until your Orientation/Buyers Packet
has been completed. Contact Park Management to request an orientation meeting.
E. Read all the documents in the Orientation/Buyers Packet. Reading the information will
alert you to other steps you will need to take to complete the purchase process.
F. Initial or sign all other documents where indicated prior to the Orientation Meeting
highlight any documents you do not understand and these can be addressed during the
meeting.
G. To complete your “Lease Agreement”, enter the date you expect your escrow to close.
H. If one party is incapable of signing/initialing the forms due to incapacity, the other
party may do so for both parties, but ALL PARTIES MUST BE PRESENT. A copy of the
Power of Attorney is required.
I. Bring your ENTIRE Orientation Packet with all of its papers in the original order to your
Orientation Meeting – PLEASE DO NOT REMOVE ANY DOCUMENTS.
J. Your orientation will be rescheduled if documents are not completed and signed and or
initialed, where indicated, before coming to the meeting.
K. When your offer has been accepted, you will be requested, after the close of escrow, to
submit the sales price, square feet, date of COE, and new owner’s name to Park
Management. The approval process will NOT begin until these are received by Park
Management.
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L. It is required that your Broker/Agent attends the Orientation Meeting with you.
M. If you are replacing the existing unit with a new manufactured home, refer to the
Architectural Standards Amendment to the Rules and Regulations (available in the Park
Office) for requirements regarding the installation of a new unit. The park maintenance
manager will supervise the requirements and process for removal of the existing unit and
the replacement of the new one.
N. Be aware that Woodland Estates will NOT allow escrow to close until all required
corrections described in the Exterior and Lot Inspection Report and roof inspection and
Termite Inspection Reports are in compliance.
O. At the end of the orientation, you will be given copies of all the documents, including the
Rules and Regulations and the Corporation Bylaws.
P. Your (appropriate) signed documents will be sent to the Board of Directors for review. The
Park Management is required to send a copy of your signed lease to the escrow company.
I/We have read and agree to the above conditions and responsibilities:
Shareholder: Date
Sellers Agent: Date
Buyer: Date
Buyers Agent: Date
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EXTERIOR AND LOT INSPECTION REPORT
TO: Address: _ Date
PURPOSE: The Shareholders (residents) of the Par k (Woodland Residents, Inc.) have a
financial and high standard-of-living interest in maintaining the visual aesthetic, and “tailored”
landscaping standards that defines our Park. In order to maintain these standards, the
Management feels that your lot and or home area needs some immediate attention.
This Pre-Sale Inspection Report identifies those areas that MUST BE ADDRESSED – PRIOR TO CLOSE OF ESCROW
This report must be approved and signed off by a member of the Board of Directors and/or a
representative of our Management. Please refer to The Parks Rules and Regulations, Section VI,
E and F which addresses the appearance and maintenance requirements here in the Park.
The following items need to be addressed as soon as possible:
[ ] The seller is responsible to obtain a termite inspection and section one clearance BEFORE
CLOSE OF ESCROW if the unit is remaining on the lot.
[ ] The buyer agrees to an “AS IS CONDITION” with the intention of removing the mobile
unit and replacing it with a new one. Therefore, the following information is waived by buyer.
EXTERIOR:
[ ] Body of Coach [ ] Hand Rails [ ] Windows / Screens [ ] Steps [ ] Porch/Patio Area
[ ] Porch Carpet [ ] Shed [ ] Skirting [ ] Carport [ ] Awning [ ] Supports
[ ] Other
SPACE AND LOT AREA:
Clean the home and lot area as checked below:
[ ] Front Yard [ ] Patio / Deck [ ] Back Yard [ ] Side Yard [ ] Carport
[ ] Trees [ ] Planters [ ] General Debris and Trash [ ] Dog feces [ ] Gate
[ ] Driveway – reseal – repair – clean [ ] FENCES
[ ] OTHER
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MISCELLANEOUS
[ ] Repair / Paint Skirting [ ] Replace Skirting [ ] Remove Hitch.
[ ] Repair [ ] Deck [ ] Steps [ ] Railing – add or repair
[ ] Awning needs [ ] Wash [ ] Wax [ ] Paint [ ] Repair
[ ] Landscaping [ ] Water [ ] Mow [ ] Trim [ ] Fertilize [ ] Weed
[ ] OTHER
COMMENT #1:
COMMENT #12
Signatures below indicate all necessary items have been satisfactorily completed.
Park Management: Date:
Seller: Date:
Sellers Agent: Company Phone:
Buyer(s):
Buyers Agent:
Company: Phone:
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Procedures and Forms #13 (revised 11/1/2016)
REQUEST TO INSPECT WOODLAND RESIDENTS, INC.
CORPORATE BOOKS AND RECORDS
SHAREHOLDER REQUESTING INFORMATION:
NAME PHONE
ADDRESS
Pursuant to Article VI, Section 2 of the Bylaws of Woodland Residents, Inc., I hereby request access to the books and records of the Corporation for the purpose of examination and/or copying.
1. The specific books and records that I wish to review are (attach separate piece of paper if necessary):
a.
b.
c.
2. I certify that my request to review the books and records of the Corporation is for purposes reasonably
related to my position as a shareholder, and that this request is not for commercial purposes or for my
personal financial gain. My reason for seeking review of the books and records of the Corporation is as
follows:
3. I acknowledge and agree to abide by the Corporation’s records inspection procedures as found in the
Bylaws. I acknowledge and accept that the books and records of the Corporation will be made available to
me during business hours at the Corporation’s Office at a time specified and agreed to between myself and
the Corporation, and that there may be a cost associated with making copies of any such records. I further
acknowledge that I will not remove any original documents from the park office, but only any copies
thereof. I agree to pay the costs associated with photocopying any books and records of the Corporation
which I might request, based upon the usual per page copying charges of the Corporation, prior to receiving
any such copies. If third party costs are required to accommodate your inspection request, the total of
those third party charges shall be provided to you prior to the scheduling of any inspection, and you
will be required to agree to pay same as an express condition of the inspection.
4. At its election, the Corporation may require that one or more Board members, or the office manager, to be
present during the inspection so as to ensure compliance with the above.
SIGNED BY: DATE
CORPORATION OFFICE USE ONLY
INFORMATION GIVEN:
DATE AND TIME OF AGREED INSPECTION
NOTE: THIS FORM WAS PREPARED IN CONJUCTION WITH ARTICLE VI, SECTION 2, OF THE BYLAWS
OF WOODLAND RESIDENTS, INC - INSPECIION OF CORPORATE RECORDS
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Procedures and Forms #14
Bylaw Amendment Form
It is the right of each Shareholder to suggest amendments to be made to the WRI
Bylaws of our corporation. The process for this is as follows: 1. Obtain the required first form from the Corporate clubhouse office and submit the completed form
back to the office prior to the date below. It can be found on pages 33-34 of Part VII of the Governing Documents. It must be filled out completely and handed in by the deadline date indicated below.
2. Your suggested amendment will be forwarded to the corporation legal counsel to determine its legality, edited, then returned to you.
3. You will then be required to make a second draft based on the counsel’s suggestions. You must submit it with a PRO argument for your suggested amendment. This information will be provided to the Shareholders in the election documentation.
4. You, or a designated representative, must present it at the scheduled Information Meeting of the Shareholders. Failure to do any of these steps will result in the removal of your suggested addition or amendment from the ballot.
5. It must be passed at a regular meeting of the Shareholders using the voting process prescribed in the current Bylaws.
Shareholder’s name: _______________________________________________
Shareholder’s address: ______________________________________________
Article affected: _____ Section: _____ Page: ________
1. What do you suggest being amended or repealed:
2. What would be the results of your suggestion?
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3. What is the reason you are making this suggestion
4. Please submit a Pro Statement:
This initial form must be received by the office by August 10th.
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Policies and Procedures #15
The Breeze - Responsibilities and Editorial Guidelines
I. Statement of Ownership.
Responsibility and authority for the publication of The Breeze, the Woodland Estates
Park monthly magazine is vested in the Board of Directors and Park Management,
therefore the selection process of the editorship of The Breeze must be vetted by the
WRI Board of Directors.
II. Statement of policy.
In general, the purpose of The Breeze to provide a place to inform and promote our
community lifestyle. It may include a calendar of upcoming social events, resident
news (achievements, birthdays, funerals, etc.), photos from recent community events
and other stories and items contributed by the residents. It should provide a forum to
disseminate information of approved scheduled activities or reports of events.
While the Park Management will endeavor to allow The Breeze Editor freedom of
expression, it is their responsibility to assure that this expression does not conflict
with the established WRI Editorial Guidelines.
III. Selection of The Breeze Editor.
To select The Breeze editor WRI Management shall consider the basic qualifications
of the shareholder volunteer – his/her knowledge of computers and publishing
programs i.e. - PC or Apple computers and MS Publisher or similar publishing
software programs. In this capacity, the Park Management shall:
1. Advertise for the replacement of the Editor and require written applications.
2. Review written applications and set interviews for applicants
3. Interview each applicant.
4. Make the final selection based upon experience, ability, interest, and
performance of the applicant during the interview.
5. Announce at a regular meeting of the Shareholders the successful candidate.
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IV. WRI Editorial Guidelines for The Breeze.
1. Each editor must allow all residents’ organizations and management to
participate in the magazine.
2. This publication is not to be used for residents/management disputes by either
residents or management. The Breeze magazine must remain neutral in all
resident/management issues to preserve the integrity of the magazine.
3. Articles on political or religious matters, beliefs or opinions do not belong in a
publication of this sort.
4. Resident political or religious organizations are asked to limit their information
to meeting notices and reports of chapter meetings.
5. The reprinting of articles from national, state or local papers is not allowed if
permission to reprint these previously published materials have not been
obtained before use.
6. An editor is expected to establish and maintain a climate for free and
responsible exchange of ideas about current events and park issues.
7. The WRI Board of Directors shall have the power to remove an editor for gross
negligence in the performance of prescribed duties.
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