HEATHERLEA OF ARLINGTON

BOARD OF DIRECTORS MEETING

July 6, 2004

 

 

 

Board Members Present: Jim Shelton, President; Betty Scott, Secretary; Gladys Daines, Vice President

 

Board Members Absent: Treasurer and Member-at-Large Positions - Vacant

 

Representing KPA, Inc.: Liz Skingel, Community Manager

 

Attending from the Association Office: Lucy Oliver, Office Manager

 

Unit Owners Present: 2429-B, 4534-A

 

Guest Speakers: Ed Hilz, from the Fairlington-Shirlington Neighborhood Conservation Program & Adam Denton, representing Arlington County.

 

Mr. Hilz & Mr. Denton presented to the Board and community members present the value of the Association joining this conservation group. One such value of the Association joining would be collectively with other associations in the area, having a greater say in area landscape enhancements and conservation programs as voted on by the Arlington County Board.

 

Jim moved to join the group, Gladys seconded. Approved.                                                                            3-0-0      

CALL TO ORDER

 

President Shelton called the meeting to order at 7:05 PM

 

APPROVAL OF MINUTES

 

Betty moved to approve the minutes of the May 25, 2004 meeting as written. Gladys seconded.  Approved.                                                                                                                                                   3-0-0

 

TREASURER’S REPORT

 

As the Treasurer’s position is vacant with the move of Mike Bell from the community, Jim reported that the checking account currently has a balance of $70,505. He requested a motion to move $30,000 to the Wachovia money market account. Gladys moved to move this amount; Betty seconded. Approved.    3-0-0

 

Jim also said he would call Kevin O’Connor at Wachovia to verify signatories on the account.   

 

UNIT OWNER PRESENTATIONS

 

None

 

VARIANCE REQUESTS

 

None      

 

 

 

 

 

Heatherlea Board Meeting

July 6, 2004

Page 2

 

 

 

COMMITTEE REPORTS

 

Newsletter The next newsletter will be dated July/August, and will be published in early August. Deadline for articles is July 26, 2004.

 

Several names for the newsletter were offered by Board members and Association members in attendance. The Board agreed on the name “Heatherlea Buzz” along with the use of a graphic bee in the logo.

 

Building & Grounds – There was no formal report, but several issues were brought to the table. Especially watering the bushes near the 7/11, the forsythia bush near the doggie pot behind 2819 as they appear to be dying. It was also noted that there is a dead tree along South Walter Reed Drive.

 

The question of pruning was raised –when will it take place. Management stated that CLS will begin pruning the end of the week of July 5 or early the week of July 12.

 

Gladys also wondered if The Arlington would agree to an installation of a doggie pot somewhere in the area of 2800-2814. Her request comes as the result of residents of The Arlington using the doggie pot installed behind 2819.

                                                                                                   

OLD BUSINESS

 

Waterproofing at 4534-A – Jim moved to ratify the unanimous email vote to approve the various contracts that were presented by Management, so that this project could move forward. Betty seconded. Approved.                                                                                                                                                    3-0-0

 

Management also suggested that several of the major contract items could be allocated to the Reserve Accounts vs. the Operating Accounts. Jim moved to allocate the following expenses to Reserves:

 

            CLS – Excavation, re-grading & shrub installation in the amount of $2,270 to Account #0215

            American Exteriors – Waterproofing in the amount of $6,250 to Account #0160

 

Jim also moved to allocate the following expenses to the Operating Account #6060:

 

            ServiceMaster – Mold & mildew treatment - $125

            Atlantic Duct Cleaning – HVAC vent cleaning - $265

 

Betty seconded these moves. Approved.                                                                                                    3-0-0

 

The Board and Management wished to acknowledge the cooperation and patience of Karen Pate, the new owner of the unit, throughout this process.

 

Reimbursement Request – 4534-A – In a letter dated May 24, 2004, Karen Pate requested a 50% reimbursement for the installation of new carpeting. Management recommended against this request as it was felt that with proper cleaning, deodorizing, and disinfecting, the carpet that was in the unit when Ms. Pate purchased the unit could have been salvaged.  Jim moved to deny this request. Gladys seconded. Approved.                                                                                                                                                    3-0-0

 

 

 

Heatherlea Board Meeting

July 6, 2004

Page 3

 

 

 

Draft Audit – 2003 – At the request of the Board at the May 25, 2004 meeting, Mr. James Ahlberg, President of Ahlberg & Company, P.C. reviewed the 2003 audit and tax returns. Based on Mr. Ahlberg’s letter dated June 1, 2004, Jim moved to approve the audit and tax returns. Betty seconded. Approved.

       3-0-0

 

However, Jim did request that the Association be provided with a hard copy of Mr. Ahlberg’s letter with his signature vs. the fax copy received. Management will request this document.

 

 

NEW BUSINESS

 

Landscape Proposal – Community Landscape Services submitted Proposal #E04-1428 for stump and tree removal services. There are five (5) stumps throughout the property and a dead red bud tree at 2439 to be removed. Gladys moved to approve at an expense not to exceed $650. Jim seconded. Approved.                                                                                                                                                                           3-0-0

 

CLS also submitted Proposal #EO-1498 for Fall flower installation at the South Arlington Mill and South Wakefield sign beds, as well as the South Arlington Mill entrance bed. Jim moved to approve these installations at an expense not to exceed $1,800. Betty seconded. Approved.                                       3-0-0

 

CLS Proposal #04-1418 for flower and tree installation at the corner of South Walter Reed and Wakefield Streets was put on hold.

 

COMMUNITY MANAGER’S UPDATE

 

Board Resignations – The Board and Management acknowledged the resignations of Michael Bell, Treasurer and Rita Becker, Member-at-Large.                                                                                                             

Efficiency in Running Board Meetings – Management shared an article published in the newsletter Community Association Management Insider entitled “Run Meetings More Efficiently by Setting Members’ ‘Code of Conduct’.”  The Board requested that this article be included in the “New Board Member” packet that will be distributed following the Annual Meeting.

 

Cornerstone Plumbing & Drain, Inc. – Management suggests this invoice for plumbing repairs to the Pool House could be reclassified from Operating to Reserve Account #0010. Jim moved to reclassified $852.10 to the Reserves. Gladys seconded. Approved.                                                                            3-0-0

 

AMS Services – Management also suggested that six (6) AMS invoices for the replacement of rotten wood be reclassified from Operating to Reserve Account #0160. Gladys moved to reclassify these invoices for a total amount of $1,355 to the Reserves. Betty seconded. Approved.                                                    3-0-0      

Board Meetings – Management brought to the attention of the Board that the KPA management contract called for an additional charge of $50 per hour for each board meeting that went over a two-hour limit. Jim stated he was unfamiliar with the management contract and requested a copy of same.

 

 

EXECUTIVE SESSION

 

None Held

 

Heatherlea Board Meeting

July 6, 2004

Page 4

 

 

 

ADJOURNMENT

 

Meeting adjourned at 8:45 PM.

 

 

 

 

 

___________________________________                                                        ________________________________

Betty Scott, Secretary                                                                                Date

Board of Directors

Heatherlea of Arlington