SADDLEBROOKE HOA#1

Tucson, AZ  85739

 

MINUTES OF THE REGULAR BOARD OF DIRECTOR’S MEETING

November 27, 20073:00 pm – Clubhouse

 

The regular meeting of the Board of Directors was called to order at 3:00 pm with president Sallaberry presiding.

ROLL CALL – Members Present – Gail Flannery, Gordy Dicosola, Bruce Byers, George Sallaberry, Ted DeMerritt, Jim Daily, Dick Bogen

Members Absent – none.

 

APPROVAL OF MINUTES – The minutes of the meeting of October 23, 2007, were approved by General Consent.

 

PRESIDENT’S REPORT

 

·              Mr. Sallaberry stated that today was the last day to vote for the HOA #1 Board of Directors.  Results will be posted on November 28.

·              Mr. Sallaberry mentioned the easement agreement with Dancing Horse Ranch.  The Easement Agreements states that the property canot be used for commercial purposes.  The Board will be meeting with the owners of Dancing Horse Ranch with the prospect of reaching an amicable agreement. 

 

TREASURER’S REPORT

 

Overall Operations

Expenses exceeded revenues by $17,259 for the month of October. For the first ten months we have an excess of expenses over revenue of $92,768 which is behind the budget by $88,517. The most current management forecast indicates that we will end the year with a surplus of revenue over expenses of approximately $ 105,000.

Food & Beverage Operations

The costs and expenses of the Food & Beverage operation exceeded revenue by $35,094 in October. For the first ten months costs have exceeded revenue by $289,554 which is behind our budget by $135,694. Management has begun looking at the results of the separate areas of F & B in order to make changes that should help the financial results next year.

Golf Operations

Golf operations expenses exceeded revenue in October by $56,991. For the first ten months the golf operation is behind its budget by approximately $98,000. Expenses continue to be less than budget and help offset the shortfall in golf revenue. We currently have 416 unlimited annual fee golfers and 165 limited annual fee golfers. 

All Other Operations

Most other expenses are near budget for the ten months. Through October we have received approximately $120,000 from the Home Resale fee which is $35,000 better than the budget. Our reserve balances will show improvement by the end of the year even with the payment of the final balance on our line of credit loan earlier this year.

 We do not have any outstanding loans at this time.

 

 

RESIDENT COMMENTS ON AGENDA ITEMS – Gary Hammond (Unit 19) – Requested an update regarding the F&B consultant.  President Sallaberry responded.

Bob Dalaskey (Unit 21) – Stated that it would not be a good idea to have the F&B manager choose members for the Advisory Group.   Mr. Sallaberry clarified that the committee is not to oversee the F&B manager but to provide feedback.

 

 

Chris Havnaer (Unit 12) – Questioned why an F&B consultant could not be retained to oversee the food operation.  It was explained that talks have recently been held with a consultant but no decision made.

Gary Hammond (Unit 19) – Questioned what type of qualifications were being sought in an F&B consultant.  Mr. Sallaberry stated that the Board would discuss whether or not the recently retained consultant would be the right candidate for our needs.

Bob Dalaskey (Unit 12) – Stated that the purchase of item E, flat-top cooker, would not assist in better preparation of food.  Mr. Sallaberry stated that the current flat-top is smaller, and the chef identified areas that would assist in better quality food, the flat-top cooker being one of them.

Chris Havnaer (Unit 12) – Questioned why item E, flat-top cooker, was not part of the renovation process.  Mr. Sallaberry stated that the design required a change in the hoods, which would have increased the cost.

Karl Anderson (Unit 1) – The renovation of the clubhouse was a fixed price contract. SaddleBrooke should require the contractor to uphold their agreement regarding the needs of the kitchen.  Mr. Daily stated that he would meet with Mr. Anderson after the meeting regarding this subject because it does not pertain to Action items on the Agenda. 

 

ACTION ITEMS

Approve amendments to Committee charters – Mr. Byers moved, seconded by Ms. Flannery, to approve amendments to the House, Recreation, Golf and Green Committee charters. 

Voting “aye” – all: voting “nay”- none.  Motion carried.

 

Approve amendment to Committee Guidelines Policy #04-04  Mr. Bogen moved, seconded by Mr. DeMerritt, to approve an amendment to the Committee Guidelines Policy.  Mr. Bogen explained that the current language does not allow provisions for confidential circumstances. 

Voting “aye” – all: voting “nay”- none.  Motion carried.

 

Approve new members to the Rules Compliance Committee – Mr. Daily moved, seconded by Mr. Byers, to approve new members to the Rules Compliance Committee.  JoAnn Ellison and Thomas Sosnowchik. 

Voting “aye” – all: voting “nay”- none.  Motion carried.

 

Approve a Food and Beverage Advisory Group – Ms. Flannery moved, seconded by Mr. Dicosola to approve a Food and Beverage Advisory Group.  Mr. Daily stated that members will be approved by the Board.  It was confirmed that the Group would be convened after the holidays.  Voting “aye” – all: voting “nay”- none.  Motion carried.

 

Approve replacement of kitchen equipment – Ms. Flannery moved, seconded by Mr. Dicosola to approve replacement of flat top cooker, and purchase of replacement food service shelving.  Ms. Flannery stated that the flat top will provide improvements in food production.  Flat-top and shelving to be funded from the Reserve fund in the amount of $7,731 and $1,500 respectively.  Voting “aye” – all: voting “nay”- none.  Motion carried.

 

Approve painting work at the Fitness Center – Mr. Dicosola moved, seconded by Mr. Byers, to paint the Fitness Center interior.  Mr. Dicosola stated that the Fitness Center was being shut down for approximately 4 days for renovations.  During that shutdown phase, parts of the building could be painted.  Painting not to exceed $5,000 to be funded through operation costs.  Voting “aye” – all: voting “nay”- none.  Motion carried.

 

Approve replacement of Bocce court carpet surface – Mr. Dicosola moved, seconded by Mr. Demerritt, to replace the bocce court carpet surface.  The existing carpet is approximately 8 years old.  Cost includes the replacement of rubber bumpers, and some areas will be leveled out.  Cost not to exceed $9,500 to be paid from the reserve fund as budgeted. 

Voting “aye” – all.  Voting “nay”- none.  Motion carried.

 

 

 

Approve replacement of flooring in the Admin II Building – Mr. Dicosola moved, seconded by Mr. Byers, to replace flooring in the Admin II building.  The current carpet is 20 years old, and is in need of replacement.  Carpet will be replaced with vinyl flooring at a price of $2,568.14 to be paid from the reserve fund.  Voting “aye” – all.  Voting “nay”- none.  Motion carried.

 

Approve purchase of back-up generator for systems network – Mr. Daily moved, seconded by Ms. Flannery, to approve the purchase of a back-up generator for the systems network.  Currently there is no back-up generator when the power goes down.  IT Committee felt this purchase was imperative.  Bid was accepted, to be paid from the Capital fund as scheduled for a maximum total of $8,144, but staff was given authorization to seek a lower bid. 

Voting “aye” – all.  Voting “nay”- none.  Motion carried.

 

Approve distribution of Home Resale Fees to Reserve and Capital Funds for 2008 – Mr. Bogen moved, seconded by Mr. Byers to approve the distribution of the Home Resale Fees to Reserve and Capital Funds for 2008.   90% is to be deposited into the reserve fund and 10% to be deposited into the capital fund.  Voting “aye” – all.  Voting “nay”- none.  Motion carried.

 

Approve Community Service Fees for 2008 and 2008 budget – Mr. Sallaberry moved, seconded by Mr. Daily, to approve community service fees for 2008 in the amount of $1,574 per lot.  After discussion, it was determined not to concurrently adopt the 2008 budget, rather make this approval at the December meeting, since it will not change the Community Service Fee. 

Voting “aye” – all.  Voting “nay”- none.  Motion carried.

 

Approve Special Assessment for 2008 – Mr. Demerritt moved, seconded by Ms. Flannery, to approve the Special Assessment for 2008 in the amount of $309. This Assessment will help move towards the desired reserve levels.  Voting “aye” – all.  Voting “nay”- none.  Motion carried.

 

Approve Other Fees for 2008 – Mr. Demerritt moved, seconded by Mr. Byers, to approve Other Fees for 2008.  There were no changes.  Voting “aye” – all.  Voting “nay”- none.  Motion carried.

 

CONFERENCE ITEMS

 

Old Business

 

·              Request for funding golf course architectural fees was tabled from last month’s agenda item.  Mr. Daily moved, seconded by Mr. Bogen, to approve $5,000 for Architectural Fees for course modification work.  Work is to be completed by December 2008.  Voting “aye” – all.  Voting “nay” –none.  Motion carried. 

·              IT Committee has completed their review with the IT Network.  Employees have agreed that response time for computer issues is significantly improved.

 

New Business  Mr. Sallaberry proposed that the Board meeting for December be rescheduled to Monday, December 17 at 1:00pm.  Voting “aye” – all. Voting “nay” – none.  Motion carried. 

 

 

GENERAL MANAGER’S REPORT – Mr. Price referred to his written report, then shared the schedule of the December Holiday parties in the food and beverage department.

 

 

 

 

 

QUESTIONS/COMMENTS FROM AUDIENCE

Victoria Wareing (Unit 21) – Ms. Wareing had a question regarding an employee.  Mr. Sallaberry stated that personnel issues would not be discussed.

 

Gary Hammond (Unit 21) – Requested that the Board publish a follow-up regarding the goals they established for 2007.  He also praised Maren Seidler for her work in assisting with the Fitness Center improvements.  Response – an update on the goals were being sent out in the next newsletter.

 

Mr. Dalaskey (Unit 21) – Questioned if the Holiday events would help put us in the black.  Mr. Price stated that in his view December would still finish in the red.  Mr. Dalaskey also mentioned that he still felt it was not appropriate for the F&B manager to select Advisory Group members.

 

Being no further business, the meeting was adjourned at 4:15 pm by General Consent.

 

 

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Secretary                                                                                Date