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 2008 Projected UPA � Current BCA Yearly Pool $265,000 Revenues Assessment: $407.08 Operating $265,000 $300,000 Costs � $300,000 is needed from residential member assessments for breakeven � Projected Increase necessary to provide universal access: $81/yr. per residence
Costs of Pools (current model) Total Pool Costs Total Pool Costs Reserve and Replacement Operating P a i d b y Costs C o m m u n i t y Lifeguards, I n d chemicals, i r e c t Utilities, etc. Capital C o s t s Acquisition Paid by membership fees Maintenance, and Administration, Improvement Accounting, S l i d e Planning, etc. s , c o v e r s , s h e d s , e P t a c i . d b y P a i C d o b y m m u C n o i t m y 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 other 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 operational 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 Yes (2007 data) contribution fee on new construction Foxcroft $768 Yes Foxfire $1,068 Yes, also includes trash collection (2007 data) Hampton Park $809.47/yr. Yes Patriots $720/yr. Yes. Notable because this is a new East-West Partners Landing 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 overcrowded.
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)
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