NEWSLETTER & ATTACHMENT

Transcription

1 BROOKTREE SQUARE NEWSLETTER & ATTACHMENT Treasurer s Report for: 12/31/13 Resident Emergency Registration Form Edward Stone Victoria Aguilar Ahmad Azizi BOARD OF DIRECTORS Maintenance Vendors President V. President Treasurer Aaron Overhead Door: Bright Outlook Janitorial: Commercial Gutters: Cool Pool: Green Team Waste Mgmt.: Killroy Pest Control: M.C.C. Financials: New Pipes Now Plumbing: Restoration Management: San Jose City Sewer: San Jose City Water: San Jose POLICE: or 311 San Jose Water District: Serpico Landscape: Socher Insurance: The Vent & Chimney Cleaner: Trees By Austin: Towing: Rebellos This vendor list is not an endorsement. Should you select a vendor from this list, any invoices or repair disputes are between you and the vendor, not the H.O.A. BROOKTREE SQUARE CALENDAR Next Board Meeting Is: Wednesday March 19, :00 PM Panera Bread Restaurant 1706 Oakland Road San Jose, CA (408) See You There! Management Solutions Donald Murphy - Director Cindy Murphy Peggy Johnson Lew Wade s received on Saturdays & Sundays will not be reviewed & will be deleted, as our office is closed. Address: 6200 Buena Vista Drive Newark, CA Telephone: (510) Fax (510) NEW [email protected] Telephone Hrs.: 10:00 AM 5:00 PM Monday Thurs. 10:00 AM 4:00 PM Fridays Office Hours: 1:00 PM 5:00 PM: Monday Thurs. EMERGENCY NUMBERS AFTER HOURS: or Please leave your name, address, association name, contact telephone number with area code and a detailed message. NEWSLETTER IS LEGAL NOTICE Your monthly newsletter is legal notice to the membership. If and when possible, notices of work being done throughout the association will be attached to your newsletter, or articles of interest to everyone, as well as, Board Resolutions are placed in your newsletter. Off-site homeowners are required to supply a copy of the newsletter to their tenants as well, so they are aware of what is happening at the association. We thank you for keeping your tenants informed, as well.

2 BROOKTREE SQUARE HOMEOWNERS ASSOCIATION NEWSLETTER SMOKING & CIGARETTE ENDS There have been several complaints of some residents smoking and tossing their cigarette ends out into the common areas, but no specific address has been given of the resident that continues to do this. If you observe this activity, please Management Solutions at: Thank you. YEAR-END FINANCIALS & INSURANCE RENEWAL CERTIFICATE Attached is the 12/31/13 Treasurer s Report on the association s financial status, along with a copy of the association s insurance renewal certification. Please keep this with your files, as you will need to present the insurance renewal to your mortgage holder and/or if you are refinancing or selling your home. PARKING & REGISTRATION FORM In order for resident to receive the parking permit tags, we still need homeowners to complete the attached Resident Emergency Registration form and either mail, or fax this to: Management Solutions 6200 Buena Vista Drive Newark, CA Fax: [email protected] All vehicles parked within the HOA require the parking permit tag inside the vehicle. If you notice any activity of vehicles parking in fire lanes (in front of garages), please contact Management Solutions 24-hours day or night at: or You will need to supply the vehicle s make, model, license number that the unit address that it s parked in front of in order to get the vehicle towed, which will be done at the owner s expense.

3 BROOKTREE SQUARE HOMEOWNERS ASSOCIATION NEWSLETTER Rebello s Towing 969 Stockton Avenue San Jose, CA PARKING RULES REMINDERS The Brooktree Square Homeowners Association require every vehicle parked within the H.O.A., to have the new hanger tag visible on the rear-view mirror displayed If not, the vehicle will be automatically towed without warning or notice and at the owner s expense. All residents are required to complete and return a Resident / Vehicle Registration form to Management Solutions, in order to receive parking permit tags Replacement parking permit tags: First Replacement Fee - $15.00 Second Replacement Fee - $50.00 (These are for the new hanger tags) All vehicles parked within the association must have current license and registration No stored vehicles allowed No inoperable vehicles allowed No vehicles with flat tires, up on blocks, jacks etc., No vehicle maintenance is permitted. (Only exception to this is to get the vehicle running enough to drive it to a repair shop) All vehicles must be moved every 96-hours (This is a new City Code as well as, an association rule) No vehicle can be rear-end parked, due to the exhaust damaging landscape and/or going in through open unit windows No parking in front of the dumpsters or recyclable enclosures No parking in fire lanes (This is an automatic $ fine) Only two vehicles permitted to park within the association and owner s must park in their deeded spaces or garages No storage is allowed in any garage that will not permit vehicles to be parked in them

4 BROOKTREE SQUARE HOMEOWNERS ASSOCIATION NEWSLETTER PET RULES REMINDER Residents with pets, please observe our pet rules: All pets must be on a leash and under the owner s control at all times within the common areas of the association. All pet owners must pick up their pet s waste immediately. No pet is allowed to be kept on patios, balconies or in a garage left unattended. No pet is allowed to be tied up in any of the common areas of the association. Also, please do not allow your dog to bark constantly, as this is a noise disturbance to other residents. You may want to purchase an anti-bark collar for your dog to avoid a violation letter and/or a possible fine. We thank everyone for abiding by our pet rules. Dear Brooktree Square Homeowner, BROOKTREE SQUARE HOMEOWNERS ASSOCIATION Service Request and Comment Form February March 2014 Please use this form to express your interest to the Brooktree Square Board of Directors, report a problem in the common area, voice a concern and volunteer to serve on the neighborhood watch committee. Please mail, fax or e- mail this to Management Solutions at [email protected]. Thank you~ Name Telephone Date Address Member Number Comments Make Your Dues Check Payable To: BROOKTREE SQUARE H.O.A. Mail Your Dues Check To: First Bank P.O. Box Vallejo, CA 94591

5 BROOKTREE SQUARE HOMEOWNERS ASSOCIATION NEWSLETTER BROOKTREE SQUARE HOMEOWNERS ASSOCIATION Board of Directors Meeting WEDNESDAY March 19, 2014 Panera Bread Restaurant 1706 Oakland Road San Jose, CA :00 P.M. MEETING AGENDA I. Roll Call of Board of Directors Present at: 7:00 P.M. II. Call Meeting to Order at: 7:01 P.M. III. Open Forum at: 7:02 P.M. IV. Approval of January 22, 2014 Meeting Minutes at: 7:20 P.M. V. Business At Hand at: 7:35 P.M. 5.1 Member s Correspondence 5.2 Contractor Items 5.3 Attorney Items 5.4 Miscellaneous Items VI. Financials for 01/31/14 & 02/28/14 at: 8:15 P.M. VII. Ma 7, 2014 Meeting Agenda Items at: 8:25 P.M VIII. Meeting Adjourned at: 8:30 P.M. Next Meeting Is: Wednesday May 7, :00 PM Panera Bread 1706 Oakland Road San Jose, CA 95131

6 BROOKTREE SQUARE H.O.A. RESIDENT EMERGENCY REGISTRATION FORM If Owner Occupied: Owner name: Property Address: # Home Ph: Work Ph: Cell: If Tenant Occupied or Owner name: Managing Agent: Owner address: Home Ph: Work Ph: Cell: Tenant name: Property Address: # Home Ph: Work Ph: Cell: Lease Start Date: Lease End Date: Management Co. (if applicable) Agent name: Ph: I have reviewed with my tenants and provided them a copy of: CC&R s Rules Handbook Bylaws Parking Rules/Registration Form Vehicles: Please list ALL vehicles in your household, including motorcycles, and the owner of each vehicle. All vehicles not insured or registered are subject to being towed at the owners expense. Make: Model: License Plate: Owner: Make: Model: License Plate: Owner: Make: Model: License Plate: Owner: Residents: In the event of an emergency or natural disaster, it is important that we know who lives in the community. Please list the names of all individuals, including children, who reside in your household, their relationship to you, and their contact information. We have also provided space for you to list the pets in your house. In the event of an emergency evacuation we would not want to leave them behind! Thank you. Pets: Dog(s) Type & name: Cat(s) Type & name: Date completed: Signed by: Please mail, fax or to: Management Solutions, 6200 Buena Vista Drive, Newark, CA (T): (F): [email protected]

7 BROOKTREE SQUARE HOMEOWNERS ASSOCIATION Board of Directors Meeting TREASURER S MONTHLY REPORT As of: CORRECTED December 31, 2013 BALANCE SHEET ITEMS ASSETS A) ASSET CASH ACCOUNTS (bank accounts): BALANCE First Bank Checking:..... $ 95, Reserves CD: (Focus Bank).. $ 60, TOTAL CASH ACCOUNTS. $156, *November: $155, B) OTHER ASSETS (e.g., pre-paid insurance & taxes, from balance sheet):.. $ 0.00 C) MEMBERS RECEIVABLE (from balance sheet) (Pages 8 9):. $ 13, *November: $12, LIABILITIES & FUND BALANCES A) PREPAID ASSESSMENTS FEES (from balance sheet) (Pages 8 9): $ 3, *November: $3, B) CURRENT LIABILITIES (e.g., accounts payable, from balance sheet): $ 0.00 C) DUE FROM OPERATING/TO RESTRICTED (if applicable):.. $ 88, D) OPERATING FUND BEG OF YEAR (from balance sheet): $385, *E) CURRENT OPERATING LOSS / INCOME (from balance sheet):. * < $ 2, > F) TRANSFERS/RECCLASSIFICATIONS (if applicable, from balance sheet):. $ 0.00 G) RESERVES FUNDS BALANCE (from balance sheet):.... $244, *November: $247, H) INTEREST EARNED YEAR TO DATE (from income statement, ytd column):. $ I) TOTAL INCOME BUDGET VARIANCE (budget to actual, ytd var column): + $ 4, J) TOTAL EXPENSE BUDGET VARIANCE (Budget to act, ytd var column):.. + $ 6, K) OTHER.. $ 0.00 Respectfully submitted by Don Murphy, for the Treasurer 1

8 BROOKTREE SQUARE HOMEOWNERS ASSOCIATION Board of Directors Meeting FINANCIAL PACKET AS OF: December 31, 2013 Financial Summary I. Income (Under / Over / Positive) Budget: + $ 4, II. Expenses (Under / Over / On Budget):. + $ 6, Administrative: (Under / Over) Budget:... + $ 4, Legal Bad Debt 2. Landscaping: (Under / Over) Budget: < $ 3, > 3. Pool/Spa: (Under / Over) On Budget:.. < $ 1, > 4. Utilities: (Under / Over) Budget: + $ 5, Water: +$7, Divided by 12 months Divided by 42 = $14.34 per unit, per month 5. Buildings / Grounds: (Under / Over) Budget: < $ > 6. Reserves: (Under Funded / On Budget):... < $ 37, > III. Over Dues (Pages 9 10).... $ 13, Account(s) one month past 1 Account(s) two months past 0 Account(s) turned over to Fong & Fong 0 Account(s) Foreclosed / Bad Debt / Write-off Management sent (6) Collection $35.00 each = $