Universal Pool Access Presented by Jason P. Livingston Presented - - PowerPoint PPT Presentation

Universal Pool Access

Presented by

Jason P. Livingston

Presented at NRC Meeting Held September 23, 2008 Harbour Pointe Clubhouse

Why UPA Orientation?

• Educate
• Advocate
• Inspire?

What is Universal Pool Access?

Universal Pool Access (UPA) means that each

resident will have access to the three neighborhood pools without any additional user

• fees. Assessments for residential members would

be increased to cover the operating costs of the pools.

History of Pool Acquisition

2001 Brandermill residents purchased three pool properties

• purchase price $668,000
• Renovation and refurbishment $600,000 for renovation and
• refurbishment. I

2007 All debt for the three pools was fully repaid. Two of the three pools opened in 2002. Pool memberships for residents and non-residents to operate

these three pools

• In 2008 there were 635 pool memberships sold, including 121

memberships to non-residents.

Pool Membership Pricing

Membership Types and Price

• Family $435
• Couple $335
• Single $300
• Senior Couple $310
• Senior Single $275

Non-Brandermill residents add $60 per membership

Pool Capacity

The three pools have a combined capacity of 740

people at a time and are presently underutilized.

Sufficient capacity for Brandermill

• National Recreation & Parks Association (NRPA) standards.

Pool Operation Revenues and Expenses

Current BCA Yearly

Assessment: $407.08

$300,000 is needed from

residential member assessments for breakeven

Projected Increase

necessary to provide universal access: $81/yr. per residence

2008 Projected UPA Pool Revenues $265,000 Operating Costs $265,000 $300,000

Operating Costs

Lifeguards, chemicals, Utilities, etc. Paid by membership fees

Total Pool Costs Total Pool Costs

Reserve and Replacement

P a i d b y C

• m

m u n i t y

Costs of Pools (current model)

I n d i r e c t C

• s

t s

Maintenance, Administration, Accounting, Planning, etc.

P a i d b y C

• m

m u n i t y

Capital Acquisition and Improvement

S l i d e s , c

• v

e r s , s h e d s , e t c . P a i d b y C

• m

m u n i t y

Community Subsidy of Pools

The entire community currently contributes $80,000

per year ($20/yr. per residence) to provide adequate repair and replacement funding for the various pool property assets (Reserve Fund).

Additional repairs and investments are needed

• renovations to the Harbour Pointe clubhouse, pool covers,

replacement slides, storage sheds, bathroom upgrades (Capital Expenses).

• These additional capital costs are also paid by the entire

community.

Community Subsidy (2)

Under the current model, these reserve funding

requirements and additional capital expenses will always be paid by the community.

Therefore, if nothing changes from the current

model, every member of the community will always subsidize the pools.

Why is there so much misinformation about the pools?

Myth 1 The community voted against the purchase of the pools.

Facts:

formally voted two times regarding the pools.

• 1999 - Brandermill 20/20 proposals
• several options accompanying the purchase of three pool properties

from Brandermill Country Club (BCC) for $500,000.

• Options included a community center and several other projects.
• confusing ballot
• community vote was divided and none of the plans received 50

percent of the community vote.

• BCA Board ignored the pools but pursued every
• ther 20/20 Plan initiative except community

center.

Facts (2):

• 2001 BCC sold the pools to a Brandermill resident

for $500,000.

• Resident sold all of the pool properties to the BCA

for $668,000, except for a lakefront lot carved from the HP Pool site

• Lot sold to another resident for $150,000.

Consensus Opinion - 15 acres comprising the

three pool properties could be developed and the open space would be forever lost.

Facts (3):

second formal vote - late 2001

• financing method for purchasing the pools
• after a purchase contract had been executed.
• BCA governing documents require that 66 2/3% vote

in favor of any mortgage encumbering BCA assets.

• 80% community participation in the referendum
• 65.4% voted in favor of pledging the properties as

security for a mortgage.

• < 66.7% required for a mortgage

Myth 2 The pools were supposed to be financially self-supporting.

Facts:

3 financing requirements

• capital acquisition and refurbishment;
• operations;
• and reserve and replacement. In summary, pool membership

fees pay only for the ongoing operations of the pools while the entire community continues to pay for the acquisition costs and annual reserve funding requirements.

Operating costs approx. $265,000/yr. 635 pool members includes 121 Non-Residents

Facts (2):

The entire community will have paid approximately $1.4 million

($360 per residence) for the acquisition and refurbishment of the pools

• approximately $191,000 of interest

Reserve Study projects that the community must contribute an

additional $80,000 per year ($20 per year, per residence)

Slides at St. Ledger’s and North Beach need to be replaced and

the cost, over $50,000, will be borne by the community.

Facts (3):

If nothing changes . . .

• Reserve funding requirements under the current
• perational model will always be paid by the

community.

• Additional capital costs will always be paid by the

community.

• Indirect costs will always be paid by the community,

and

• Operational shortfalls, if any, will always be paid by

the community.

Myth 3 BCA assessments are among the highest of community associations.

Judge for yourself . . .

Community Annual Assessment Includes UPA Community Pool???

Bayhill Pointe $479 Yes Brandy Oaks $550 Yes Brandermill 407.08 TBD Charter Colony $696 plus $348 capital contribution fee on new construction Yes (2007 data) Foxcroft $768 Yes Foxfire $1,068 Yes, also includes trash collection (2007 data) Hampton Park $809.47/yr. Yes Patriots Landing $720/yr.

• Yes. Notable because this is a new East-West Partners

community with the benefit of hindsight after developing both Brandermill and Woodlake. Queensmill Optional No Summer Lake $980/yr. Yes, also includes trash collection, tennis, and workout area. The Grove $360 Yes – presently subsidized by the developer Walton Park $35 No Windsor Park $924 Yes Woodlake $432.64/year No

Myth 4

We derive no value from the pools because we are already members of another facility or are physically unable to use the pools.

Facts:

Many responses expressing this position

• Fixed income
• Disability
• Duplicate membership

Not all members utilize all available amenities. UPA = quantifiable value to each community

member

Every new non-age restricted community has

utilized the universal access model.

Myth 5 Financial information regarding the pools is not available.

Facts:

Financial Information available to everyone!

• quarterly financial statements;
• annual financial statements;
• board meetings;
• BCA Finance Committee meetings;
• Annual Meeting of the members; and
• special community meetings to discuss the budget.

Myth 6

The BCA Board of Directors should address more pressing issues than the pools.

Facts:

A community vote is not required to institute

UPA.

Board has chosen to delegate this decision to

the members.

Myth 7

The pools lack adequate capacity for the entire community and will be

• vercrowded.

Facts:

Combined capacity of 740 Presently significantly underutilized

• reduced operating hours of Harbour Pointe

Myth 8

The member survey regarding universal pool access has no value because it was not statistically valid.

Facts:

2,000 responses with 55 percent of respondents

voting in favor of universal access.

no claim that the survey was scientific

• single question was straightforward
• answers were clear, and
• Exceptional rate of community participation

Effective community feedback at minimal cost

Summary

Every resident in Brandermill paid for the three

neighborhood pools in 2001 and every year since.

Pools have been limited to paid memberships for

residents and non-residents.

All debt for the pools (more than $1.5 million) has been

satisfied.

Every new neighborhood within our area include

Universal Pool Access in their assessments.

As a community, if we’re standing still, then we are losing ground.

Questions?

Email your specific questions to Jason Livingston (livingjp@unos.org)