Updated Surplus Numbers

Updated Surplus Numbers
Updated Surplus Numbers: Actual surplus 2018 per audit was $85,163.
Boards 2011-2018 implemented policies and procedures with specific goals:
stabilize owner fees, achieve maintenance objectives and achieve annual budget surpluses.
Any surplus was retained by the association.
The board elected in fall 2018 decided to increase owner fees, even in view of a large potential surplus

Average fees prior to 2019

Average fees prior to 2019
Average fees per owner prior to 2019:
RED indicates the consequences had boards continued the fee policies prior to 2010,
BLUE indicates actual fees. These moderated when better policies and financial controls were put in place by boards

Better budgeting could have resulted in lower fees

Better budgeting could have resulted in lower fees
Better budgeting could have resulted in lower fees:
RED line = actual fees enacted by boards,
BLUE line = alternate, fees, ultimately lower with same association income lower had
boards used better financial controls and focused on long term fee stability

Tuesday, January 24, 2012

State Candidate's Forums

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What Else Can We Do?

Tonight at the Wheaton Park District Community Center 777 S. Blanchard, Wheaton IL the League of Women Voters is hosting the first of two consecutive nights of Candidate Forums. The event will start at 7:00pm and end about 9:00pm. Here's the agenda:
  1. TUESDAY, JANUARY 24 Candidates for State Representative and Senate
  2. WEDNESDAY, JANUARY 25 Candidates for County Board and Forest Preserve


The current economic situation is not the fault of the board or management, who have to find a way to deal with the current reality and inept politics, just as you do. We live in a state (Illinois) which is technically bankrupt, owes its current creditors about $7 billion, has underfunded pensions by about 45% and was declared last week to be in the WORST financial condition of all 50 states! Our state politicians raised income taxes about 67% and still cannot stop the increase in spending. Our state representatives are the one's who vote for these spending programs, so it might be wise to attend and see what the candidates think about this.

On the national level, if you have an opinion about the financial direction of this country, send a letter to President Obama, and to the heads of the Democratic National Committee, the Republican National Committee, and of course, your Senators and members of the House of Representatives. These are the people responsible for the policies in this country. They designed these programs and the policies that support them. Our association has to deal with these issues, just as you do. However, BLMH can't vote in the next federal or state election. Your association is powerless to influence the Congress of the USA and your President. Only the owners at BLMH, who are registered voters, can do that!

Friday, January 20, 2012

Budgeting 2012 - Part 1

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It's that time to look at my personal budget for the year. This is part 1- of 2- part post. Are there some similarities between our association and the decision making of my personal budget? Let's see.

The "Chicagoland Cooperator" has an article in the January issued entitled "Striking a Tough Balance - Revenue vs. Reductions." The article begins:

"It's the same dilemma that households across the United States are facing. How much money can we afford to pay for the services we want? And should we stretch ourselves thin taking more out of our bank accounts to pay for private schools and that desperately needed vacation? Or should we cut back on restaurants and renovations to add more savings to our bank account?

The same goes for condo and co-op buildings." (Note 1).

I seems the Cooperator does think there are similarities!

Readers of this blog are aware that this association has struggled to maintain a balance. Typical questions might include: Should we spend down the association savings, with the hope that future owners will "ante up" and replace those reserves? Should we risk the need for special assessments? Should we stay the course on roofing and other vital projects, or delay? Certainly if one has a new roof, it might be tempting to say "you can stop now, I'm okay!"

There are and have been a range of opinions among the owners.  Several years ago, in the middle of the recent recession which had the period December 2007 to June 2009, an owner came to an association meeting and argued "What do we get for our money?" That is one question. Others have been of the opinion that we were spending too much and the simple solution was to fire management and maintenance, and replace them with a small army of "handymen." The argument was based on a position that "Anyone can manage a 40 acre association!" Still others argued for continued standards, but at lower costs to owners, which is to say, at lower fees. I guess that implied a desire to spend the savings for reserves on daily maintenance, and put reserve "saving" on future owners.

I have asked in recent years if an austerity program was warranted. I said it this way "What are we willing to give up?" This was generally met with silence, which I construed to mean "nothing," and I said so. That is a really difficult question and I am of the opinion that it might be the "third rail" or at a minimum a polarizing issue at many HOAs. "What am I willing to give up" is also a question when I am pinched in my household budget. It becomes most difficult when one is unwilling to give up anything, or states that everything is essential.

There has been recent feedback in the association but generally it's about expanding programs rather than reducing them. In 2011, it seemed that some owners preferred more extensive landscaping; others would like every scrape or piece of peeling paint immediately touched up. Others want a more extensive mosquito abatement program. Some want every conduit on the property painted. Some want the streets seal coated. Others have been impatient with drainage improvements. It goes on and on.

There is no doubt the association is to be maintained, and with the current board, it will be. We are in an inquiry to sustain a balance. Questions posed include, at what point is such maintenance conducive to unit sales and maintaining of owner property values? At what point have we dipped below minimum standards, and at what point are we overspending? There are a range of opinions among the owners. At one extreme there are those who would say "once my personal issue or agenda is resolved, then spending should cease." I suspect that there are also those who would argue "lower the fees so I can sell my unit." But then what? What about the owners who live here, or the new owners who purchase? What about the 70% of the roofs, or the driveways, or the streets scheduled for repair or replacement?

The question I live in is "How to stay the course, and maintain the balance?" This applies to my personal budget, as well.


Facing 2012
I think the board is very aware of the issues. However, I am a proponent of doing what I can in my own life as a beginning. So in the fall of 2011 I again reviewed my personal budgeting for the coming year, 2012. Of course, part of good budgeting is good record keeping.

In my personal life, there are several aspects to budgeting and they mirror some aspects of the budgeting of the association:
  1. Operations and Maintenance
  2. Reserves
There is also a third category in my personal budget which I would call "discretionary spending." This includes such things as personal communications, eating out, entertainment, vacations, clothing, automobile, etc.

Here's an example of a discretionary spending decision. I can choose between a $49 cellphone on a $70 monthly plan, or I can go for a "smartphone" such as an iPhone, with full internet access at 4G, etc. An Apple iPhone 4S "no commitment" plan at AT&T is $199 to $399 for the phone with a two year service commitment. Data (email and internet) is another $15 to $45 per month, depending on usage, and unlimited voice is about $70 per month, for a single phone. So I have a choice of monthly fees between $70 and $115 plus a phone cost of $49 to $399. This is for one phone, and family plans are more costly. At additional cost, I can also have a "landline" phone. But at what point are having both cell and landline phones a "necessity" or a "luxury?"

In my case, I have decided to have both. But as a compromise, the family cellphones are not "smart phones" but the basic $49 models, and there are three. One for me, one for my spouse and one for association use. I pay for all of them. We attempt to keep our cellphone usage within the package minutes, and have been successful for about 35 out of 36 months.

In my case, we traded off something else to pay for these cell phones and the monthly services. The argument "I've got to have it" isn't a rational basis for purchase of anything. "Can we afford it" is a rational argument, and "What are we trading off to get this" is another.

This same approach can be applied about internet service, cable or Satellite Dish TV, restaurants, vacation, additional entertainment such as movies, a Netflix subscription and so on. Another question; "At what point do I replace the car with a new one?" That's a thorny issue, because of the "cache" surrounding what one drives. Yes, it's useful to acknowledge this as a "consumer driven" society. $250 a month for car payments may not sound like a lot, but that's $3,000 annually. It's almost guaranteed that the insurance for a new automobile will be more costly than an older one. My "oldest" auto is 8 years old, but it does not cost me anywhere near $3,000 annually to repair, and that includes brakes, tires, battery, air conditioning and heater, and dealer service every 3000 miles or 90 days.  At what point is a vehicle not maintainable? At what point is it a rusting hulk? Is is reliable and does it get me where I need to go? Are the safety features functional? What were the annual maintenance costs last year? Those are some of the questions I ask. Yes, at some point there will be honest "no" to some of these questions, or maintenance may reach replacement cost. At that point, a replacement will be considered, and replacement may be a necessity. Until then, it's another "discretionary" expense.

This approach also applies to eating in. I can prepare really nice meals at less cost than most of the "prepared" stuff, and much, much less than eating out. But eating out is more fun. My spouse and I have a competition for "30 minute dinner meals" which include a range from pastas and stir-fry, hot dogs, hamburgers, steak, chicken breast, fish, etc. and freshly prepared vegetables including mashed potatoes, carrots or green beans sauteed with mushrooms and onions in olive oil, spinach, and of course, frozen vegetables. We do cheat, with previously prepared squash, spaghetti sauce, chili, soups, meat loaf etc. which are readily thawed and heated. We also toss in semi-prepared from Trader Joe's, and organic soups and even macaroni and cheese and the occasional can of baked beans and smoked sausage. A little cowboy food is a good thing!

Not everyone can do this, and I appreciate that working families may not be able or all that willing to cook dinner after a day at work and the after school activities of the children. But these are decisions to be made, and they are elected, not forced upon us.

How we each answer these types of questions will determine our monthly and annual  personal budgets.


Notes: 
1. Link to the Chicago Cooperator Website: 


www.chicagocooperator.com

Thursday, January 19, 2012

Announced City Water Rate Increase

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Chicago announced a 25% water rate increase to take effect in 2012. This will be reflected in our monthly water bills, because Wheaton gets its water from Chicago. However, it was reported that both water and sewer rates will increase. 

On Monday, January 2 the Wheaton City Council passed this vote, as reported in a local news outlet:

“Wheaton residents will start the new year with a 30 percent increase to their water and sewer rates in their next bill.

In a 6-1 vote Monday night, the Wheaton City Council approved the hike from $2.65 to $3.45 per 100 cubic feet of water. The combined rate for water and sewer services will be $5.50 per 100 cubic feet of water used. According to city documents, the average Wheaton customer’s water rate will increase by $9.60 per month, based on an average use of 9,000 gallons per month.”

It was also reported that the commission is expected to increase its rates by 20 percent in 2013, 18 percent in 2014, and 17 percent in 2015. "These increases are purported to be necessary to pay off a $70 million debt."

Well, I got my personal water bill yesterday and the rate for water did increase by 30%. So my water bill for 600 cubic feet was about $10 more than the previous month. 


Thursday, January 5, 2012

Is Happiness a Worthy Pursuit?

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As I enter a new year, I think it is useful to get some perspective for what lies ahead.

"The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well."- Ralph Waldo Emerson.

I'm not a big proponent of New Year's resolutions, but I will attempt to post weekly here, in 2012.

Monday, January 2, 2012

End of Year Summary - 2011

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Well, it is the end of the year and the beginning of a new!

So, how did things go here at BLMH in 2011?? Well, I'd say it was a "mixed bag." For the most part it was good, and some not so good. Overall, I'm very satisfied with the achievements of the board in 2011; that includes myself and my "partners." This did not occur in a vacuum and it took considerable effort on the part of management, our loyal and hard working contractors, and of course, the board. This was also accomplished with the support, agreement and good will of our owner/shareholders, the majority of whom kept their agreements with the association. This meant paying their fees in a timely manner and keeping the rules and regulations. Thanks also to those owner/shareholders who took the time to attend association meetings and ask the hard questions! My hat is off to all! This is my personal perspective as a member of the board in 2011, as one of a small group who is truly "of service" to the association. It is also a looking forward into 2012.

When I took on this commitment, it was a two year agreement. I approached it as one which will end in 2012. I'm not saying I will not run for the board in 2012. What I am saying is, I have a finite amount of time to accomplish whatever it is I will accomplish on this board. My term will expire in September of 2012, and that is the time I have. Of course, events may occur which will limit my time of service. An irate owner  made a comment during an association meeting shortly after the election of 2010 and wanted me off the board, immediately! I publicly suggested that there was a mechanism in the bylaws to accomplish this. Their retort was "getting everyone in this association together to accomplish something would be impossible." So here I remain, until I am removed or other events transpire.

In 2011 the economy continued to sputter along. This placed several types of stress on all owners. It placed additional stress on those owners who would like to sell and the Realtors who represent them. It  was a buyer's real estate market, if one could arrange the financing. Some did and we had a modest number of unit sales. Of course, some owners have been frustrated by the prices offered. We're definitely off the peak which occurred in the spring of 2006. For owners who purchased real estate in 2006 with the anticipation of a wonderful investment, and a "seller's market" forever, it has been frustrating. For those with a longer term view and who compare the costs and benefits of ownership to those available when renting, and are able to maintain that perspective, it hasn't been as painful. What can I say? The economy is what it is! For those with a bit of savings, I'm sure they too are frustrated by the lack of reward, or return, for those savings. So this cuts across all finances. Not only did housing take a hit, so did other, generally accepted assets. Remember the "good old days" when your money could earn 5%?

I've checked the government sources. So what are the "official" number for houses "underwater" in the U.S., which is the term for those homes in which the owners owe more than the property is worth? It was 17% as of November 2011. So most of us in the U.S. are "above water." I can't state the numbers for the association. That information is not available to the board or to the public at large.

Do we like this economy? Of course not. There is a lot of uncertainty at present. The economy is beyond the capacity of the board and management. Some owners seem to have taken a position that it was "the fault of the board and management." How they came to that conclusion, I'll never know.

As for the things the board can be accountable for, or the things we can influence, I think 2011 was reasonably successful. If you think it was stressful as an owner/shareholder, believe me, it was an order of magnitude more difficult for the board, and even more difficult for management.

Assessments and Fees
We did get the new reserve study. Not an easy decision, spending money. However, this is the only unbiased method I am aware of to provide a board with long term financial planning information. That information is vital for determining fees, and fee increases for reserves. It is true that management can provide part of this, but a bona fide, independent reserve study consultant firm staffed by professionals who do this, and only this, is the only way. That's my opinion, and there is evidence to support this opinion.

The board has been committed to finding methods to avoid special assessments, and keep fee increases to reasonable levels. This while simultaneously performing the fiduciary duties of maintaining this association. It's my perspective that I approach these problems and issues as a true owner. I look at the spending of money as if it were from my personal checkbook. But it is actually more difficult than that, because of the very high expectations of the shareholders. I can state that in this, I'm not alone on the board.

Entanglements
There were some differing perspectives on the board and between the board and certain owners. Earlier in the year it was pretty "rocky," but as 2011 progressed I think it smoothed out. On an association board I do understand and agree that diversity is a good thing, if held within the context of being a fiduciary. Owner/shareholders have no such restraint or responsibility. So an owner can promote their personal agenda. Board members are also owner/shareholders, but we've supposedly agreed to set aside our personal agendas for the length of our terms. We are held to a higher standard. It is sometimes difficult to step back and ask "what should a fiduciary do" in any specific situation. To ask that question intelligently requires some knowledge of fiduciary duties, the Illinois Condominium Act (ICA), the Rules and Bylaws and any other covenants of the association. It also requires a willingness to openly communicate, frankly and honestly, with others. It's not about looking good. There were times in 2011 when I am sure I looked somewhat stupid to others. That's the price one pays to sit on the board. However, if there is trust present, then it isn't a big deal. My commitment was, is and remains to the association. That is a distinction from the wants and needs of individual owners. So in 2011 I attempted to serve the association, and in my opinion that meant that the owner/shareholder body was well represented.

I've taken a position that owners are shareholders first and owners second. Why is that? As an owner, they are responsible for their units and the elements so defined in the bylaws; in their units they have substantial freedom and responsibility. However, as members of the association, they are shareholders, and the board as representative makes the decisions for the common and limited common elements; essentially everything outside the units. From the perspective of maintenance, the board is responsible for decisions affecting the maintenance of the entire property for the shareholders. Owners may want certain things done on "their" building, but in fact, it isn't "their" building in the literal sense. The owner/shareholders are merely inhabiting a specific building. If all owners are truly equals and there are no permitted subgroups, then decisions affecting one building should have a rational basis determined by weighing the needs of the entire association. In 2011 I approached this as anything accomplished at one address should be part of a program for all addresses. In other words, we can only afford to do certain things and should do them if we can and will do them at every address with similar circumstances. That applies to roofs, driveways, drainage improvements, landscaping, and even paint touch-up, etc. There are programs in effect at BLMH, many are on a preset schedule, and some are determined by physical condition. Roofs which are in good condition are put behind those in poor condition when selection for re-roofing is made. In 2011 a long piece was written for the newsletter about the method of "grading" garage floors. This was provided as an example. Even so, there are owners who complained about "transparency." I encourage such owners to apply for committee, and volunteer for the board. However, I will ask them to leave their personal agendas at the door!

I really don't want to get entangled with any owner or members of the board. There were times when that became unavoidable in 2011. It is my perspective that it is important to set boundaries with other human beings. This is a business and for the most part, it is run as one. It is not a hobby. Frankly, I have better "hobby" uses for my time and I separate work from play. In 2011 some owner/shareholders didn't see it that way. I expect that 2012 may be more of the same. However, most owner/shareholders are aware of these distinctions and limitations.

Communications
In 2010 on joining the board I purchased a cell phone and published the number to the owner/shareholders via the newsletter. However, that number is also published in web, via the newsletter. I prefer to use email because I think that there is a different level of responsibility. I, or the other person on the line can say just about anything, but to put it into writing is preferred. In 2011 I usually sent emails where appropriate, with copies or bcc to management and other board members. I view much of what goes on in communications as a dialog, and a conversation. I am somewhat hesitant to make commitments, but some owners attempt to force an agreement.

I prefer email for such a conversation because everyone on the board is included and receives exactly the same information. Since the ICA prohibits subgroups in associations, I have taken that to apply to the board as well as to owner/shareholders. It would be particularly undermining to the association to exclude management and/or specific board members. To make quality decisions requires quality information, and a range of opinions from various experts as well as the board in general. When someone asked me in 2011 "why did it cost so much" I hope that there was ample information to make a conclusion. Somewhat lengthy emails not only provide a "why" but the "how."

In this I was reasonably successful. I was however chided because some of my emails are lengthy. In my defense, I'll state that it take a lot longer to write these than to read them, and I am a busy man. I prefer when dealing with other responsible parties to provide the basis for my decisions. As we all know there are three levels of communications; opinions, assertions and facts. When I make statements, if I don't provide substantiation, then it is reasonable for the listener to take my statements as opinions. The problem with opinions are, any opinion is valid. For example, if I were to state that the world is flat, and the sky is green, these are both completely valid opinions. For most of us such statements are not factual. Decisions need facts.

In 2011, when working with the board, management and owners/shareholders, I attempted to avoid unsubstantiated opinions. I was reasonably successful. To do so required providing more detailed emails, somewhat detailed monthly reports to the board, and more information in the newsletter.

I do understand that others may not agree with what I was doing, but I intended that they be provided with a basis for understanding; WHY I was doing it. In my capacity, I am empowered to make certain decisions. I think it's appropriate to share my rationale. Why does it sometimes take a bit of time to present a technical position? Well, it is somewhat of an art to cull useless information but not lose the readers, who have differing backgrounds and capacities.

I pressed for a shift in the newsletter, and the board permitted this to occur. To accomplish this I prepared spreadsheets from which I made graphs and charts, as well as expanded articles. This accelerated in 2011. I was once taught in a "communications" course that "everything can be resolved through communications." BLMH is a wonderful opportunity to put this into action. However, resolution does not mean that "one gets their way," or that people will be completely satisfied, and that includes me! Resolution means having or making a firm decision. There is nothing in resolution about "keeping people happy" nor is that a board's responsibility. Furthermore, it is mandated by the Illinois Condominium Act that there be only one class of owner. Expanding the type of information provided in the newsletter is a means of enforcing such single ownership class. Knowing me, or others on the board should not be a privilege, nor should privileged information be provided by a board member to a specific group of owner/shareholders. I think to a certain degree, the newsletter has been successful in this. It has also provided information in about as transparent a manner as is practical.

I did have some apprehension about the newsletter, because it is the association's decision to publish it on the web. So I think it's important to present an even handed presentation of the association to the world. Some of the readers may be interested in a purchase. Some information should, however, be reserved only for owner/shareholders. It's our business and no on else's. We have paid for that privilege.

Of course, not everyone was "happy" and in 2011 there were a few complaints about the identity of the owner of the photographs in the newsletter. In my case, any photos I take are my property. I provide them to the association as a service and for a specific purpose. I have abstained from copy-writing these photos, but I do earmark them. The photos aren't a hobby, are provided for a purpose, including providing visual explanation, or substantiation of statements.

The revised newsletter became less of a neighborhood bulletin, and had a more business like tone. I realized that too was probably not going to make everyone happy, and apparently not everyone was happy with the result.

In 2011 I decided to provide the board with a monthly "Architecture and Maintenance" report. This provided summaries of projects, provided information about problems, photographs, stated timelines and made requests and provided "by when" dates. It was partially successful. I say that because when the "by when" dates came, they sometimes "went" as new concerns were raised by other member(s) of the board.

For 2012 I am re-considering having (as in, paying for) a separate cell phone so owner/shareholders can reach me. For the holidays it was "off" because I was on vacation and because I pay for all received calls. I would prefer email communications, but not all of our owner/shareholders use email. As stated earlier, I prefer written communications. Most emails I receive are forwarded with comments to other board members and management. I can't do that with voice communications, and with voice communications it is always possible for a person to say "I said this" while I insist I heard something else. Or vice-versa.

Maintenance
In 2011 we did accomplish most of the maintenance tasks which were identified. We have a few driveways that are on the list which were not resurfaced. However, it's important to do the garage floor work before the driveways. If we don't, then we spend money twice; once to do the driveway, and again to patch after the garage floors are done. For this reason, in 2011 I made it a priority to survey every garage.

Because the concrete work was to be done late in the year, it became impossible to do the driveways; not really a serious problem. None are in very poor condition; the worst were done in 2010. So we'll resume this in 2012. In 2011, it was expected that asphalt prices would be stable in 2011-2012. So there was little price urgency.

The landscaping director has been dealing with some thorny issues regarding the willows on the property. The removal of one cluster in 2011 has now created the opening to deal with the below ground stream pump located in that area. That too will be considered in 2012.

Overall I'm satisfied with the maintenance programs in 2011. Was it perfect? No it wasn't. We must balance expenditures with cash receipts and coordinate projects. It is not possible to do everything in the current budget, so we established priorities. Not once, but ongoingly throughout the year. So some things were postponed to 2012. That's the way it is with human beings which at our best remain "perfectly imperfect" beings.  We did get most of the items on the agenda completed, but it was a press to do so. Coordinating exterior painting, roofing projects, garage projects and driveway projects as well as drainage improvements can be difficult when some of these are identified and anticipated to occur on a single building, in a single year. So some items were "tabled" at certain addresses and will resume in 2012. However, all critical projects were completed.

In 2011 several possible projects or improvements were identified, but did not occur. I'll be taking another look at these in 2012. A list is being made, and plans formulated this winter, so that, when the board makes the decisions of what to tackle in 2012, we will be ready to begin when spring has sprung!

Time-lines
One of my frustrations in 2011 was the length of time it sometimes takes to accomplish something. Some of this is beyond the capacity of the board, which is to say, out of our hands. Some simply is the nature of the association, and what I would call a project cycle. Some problems have to be identified, then a solution discussed with specialists, management and contractors. This solution, or perhaps several are then presented to the board. If the board agrees, then and only then can the solution go forward. If the board disagrees, then the process begins anew. In such a case, 30, 60 or 90 days can be lost.

As an example, the survey of all garage floors was made in April of 2011. Using this information, discussions were then held in May with the board and management about which floors to replace in 2011. During subsequent meetings, the board agreed. On this basis, specifications were prepared, reviewed and then were revised. The specifications were presented to the board, after revision and the board approved the specifications. Bidders were then selected and presented with the bid documents. After receipt of bids, which had differences, the bidders were questioned to assure that all requirements were met, and clarification achieved. A summary document was prepared and presented to the board with comments. The board made a selection and the bid was awarded and contract documents prepared and signed. Permits were then acquired by the contractor. After receipt of permits the work began, and was expected to occur over about 4 weeks. However, while doing the work several problems were discovered (literally uncovered) at several of the addresses. This required a delay while the problems were assessed. A decision was made about the best method to address these problems which were beyond the initial scope of work. With the agreement of the contractor, management and the empowered board member, the city was approached for approval. Approval was delayed while the city reviewed the problem. Approval was made, but then was rescinded. A second approach was presented and was approved by the city. How long did it take for this entire process? The necessary, additional work was performed and finally completed nearly 7 months after the initial garage survey had been made! Of course, while this project was going through the phases of determination through completion, there were also roofing, driveway sealcoating, drainage improvements, stream pump replacement, etc. going on at the same time. For good measure throw in a few "emergencies" and then financial planning, reserve study, tree removal, etc. and the board had an incredibly full agenda! This was all above and beyond normal association operation and maintenance!

In an association in which outdoor related maintenance work can only occur during about 8 months of the year, a 2 or 3 month delay makes completion in a calendar year difficult or impossible.  Once begun, some projects must be completed in a single year and while weather is good. In some cases, if not a critical item, it can be completed in the following year. That however, presupposes that the board of the association in the next year will pick things up where they were left off. There is no assurance that will occur. In 2010/2011 I made it a priority that there would be continuity. So we will continue as planned unless the board majority decides otherwise

In 2011 there were other delays, and some affected the roofing project. One was a board member request about which roofs were on the list, based on current events. Another was some code issues discovered in the attics of several buildings. Another was window delays, sometimes by owner approval, and another the discovery that the wrong window had been ordered, or shipped! These accumulated to delay the project beyond what I declared to the board as "by when" dates, including bid release and actual beginning date for the roofing project tear offs, and final completion. However, Mother Nature cooperated and all work was completed during moderate and acceptable temperatures. For 2012 we've identified and discussed some improvements to the process.

Of course, for all of these projects, only after the board agrees on a course of action and a specification is written and approved, do we go for bids where that's appropriate. We then evaluate the bids, award the contract and finally the work can begin.

In certain emergency situations (loss of water, plugged piping, roof leaks, etc.) there is no opportunity to bid. There are also realistic minimums. I've watched earlier boards argue about $500 concrete work. There are practical limits.

Time Limitations
There are only so many hours in the day. Boards are comprised of volunteers, and we each have differing responsibilities and that limits our availability to the association.  It is also true that one person's "mandatory" is another's "optional." Sometimes things simply didn't occur in an order that resulted in a reasonable timeline. If information arrived after an association meeting, that frequently resulted in a 1-month delay. Giving the appropriate time to thoroughly read and analyze a 90 page management report also can be challenging. We are supposed to be fully prepared for each association meeting.

It is my opinion that an HOA such as ours presents an oxymoron. People purchase to have some "ownership." On the other hand, the attraction of an HOA also is the limitation of responsibility for individual owner/shareholders. We would like to have the best of all worlds. Apartment style living with many services provided, while getting the financial and decorative/self-determination benefits of ownership. Unfortunately, ownership in an HOA sometimes requires involvement beyond occupying one's unit. At BLMH perhaps 10% of the owner/shareholders attend a monthly meeting. That was the driving force to expand the newsletter. In the absence of most owner/shareholder involvement, beyond personal issues or complaints, how to present more about the day to day workings? I was surprised when a water main break was stated by an owner to be "a city problem." They did not understand WE own those mains, and I discovered this was the position of more than a few. So how to address this? It could be addressed through better communications and education.

In 2012, this will continue as the board directs. However, there are real limitations to the total amount of time that the board volunteers can provide for the association. Tasks will be prioritized and  those at the top of the list will be completed. If there are ample board and committee people available, then all tasks will be completed. If there are not, then some will not be completed. That's the way it works. It has been said that people get the leadership they deserve, and so it is!

Disagreements
In 2011 there were disagreements. Some involved owners, and some involved board members. Dealing with these issues can be time consuming and costly, in time and in money. I can state so based on my personal experiences last year. As the year went on, the disagreements became less and less. Perhaps on the part of some owner/shareholders, there was concern about a perceived "slow start."

Will 2012 be better? I certainly hope so. We can disagree, but we should be civil. We should also keep our focus on the prize, which is running this association as a business and doing an adequate job. Board members as well as owner/shareholders should work together to make this association a fine place to live. In general, I think we, and by that I mean all of us, are succeeding.


Notes: 
1. I'll be putting more information about all of the plans for 2012 in the newsletter, unless the board prevents this from occurring.

Saturday, December 3, 2011

COD Construction Update

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Our neighbors at the College of Dupage began a construction project along our easterly border this fall. According to the information at the COD website, this was described as a "2011 Parking Improvement Project."

This project began as a surprise, with no notice from the college to the association or management. When the construction fence went up, it raised questions. These included: what is the nature of the project and when would it be completed? According to the information provided at the request of the association and the COD website, this was to have been completed in October.

A meeting was arranged with the Project Manager and the association discovered that this project included a bermed retention pond, with trees, grass, etc.along our easterly border.

This was of concern to some of the residents and so a meeting was arranged. The college responded to a request to send a representative to attend one of our association meetings, but to my knowledge our board never received a reply to several questions that were raised during that meeting, as promised.

So, on December 3, what's the current status of the project? I went to the COD "Construction News" website this morning, and the first item was more of the brick throwing competition with the Village of Glen Ellyn:

"Village Responds to COD Overtures with Three Citations and Two Stop Work Orders
On the same day COD President Robert L. Breuder contacted Village of Glen Ellyn President Mark Pfefferman to develop an agreement for a smooth de-annexation process, the Village served the College with three citations and two stop-work orders."

Well that was of no help!

So, I went further into the construction information site and after reading through all of the "awards" and other propaganda (What does any of this have to do with "construction news?") I finally found this last item:

"2011 Parking Improvement Project
 Phases I and II of the Parking Improvement Project will take place between July 11 and Nov. 15."

Going further into the labrinth of a website, I discovered this statement:

"In our continued effort to inform the COD community, Facilities Planning and Construction has issued this Official Communication to provide more detailed information regarding the 2011 Parking Improvement project. Phase 1 Construction is anticipated to occur July 11 through Sept. 5. Phase 2 Construction is anticipated to occur Sept. 6 through Nov. 15. [See attached map for phase 1 and 2 locations.]"

Going to the map, yes there is "stage 1" right along our fence, with a note "Stage 1: Approximate dates of construction: July 11 through September 5."

I continued to the COD "Master Plan" area of their website and clicked on the "Live Webcam" link.I thought, wow that will be neat! So I clicked and here's what I saw; apparently the webcam is out of action! However, after this image, there's a link and you can try accessing it, yourself:

Here's a Link to COD'S "Live Webcam."
Click Here for Live Webcam

So I returned to the COD website, went to the "Facilities Master Plan" area and then to the "Construction Projects" Page. Here is the list of current projects. The one along our easterly border with the college is not listed here, nor under "Current Projects Construction" Here is what is listed:

ATHLETIC FIELDS #3/SOCCER FIELDS
BERG INSTRUCTIONAL CENTER, STUDENT RESOURCE CENTER AND COLLEGE CENTER ADDITION CULINARY AND HOSPITALITY CENTER HEALTH AND SCIENCE CENTER and TECHNICAL EDUCATION CENTER
LANDSCAPING IMPROVEMENT
HOMELAND SECURITY EDUCATION CENTER
McANINCH ARTS CENTER GRAPHIC ARTS RENOVATION

So, it seems the project of interest is completed? Not really. Here's a couple of photos taken on December 2. Note: clicking on the photos will enlarge them.






Notes: 
1. Link to Naperville Sun article dated December 1:

Click for Article "college of dupage moves to leave glen ellyn"

2. Link for the Construction News information at the College of DuPage website:

http://home.cod.edu/newsEvents/constructionNews.aspx

3. Link to the current diagram at COD which shows various construction projects. You will note that the project shown in the photos above, is no longer on this diagram. That's interesting!

http://www.cod.edu/Maps/CampMap2.gif