NEW! “Disclosure Index’ and use of email for distributing documents and notices (including how to avoid common mistakes of email use).

AND! Techniques to make enforcement of the CC&Rs and rules as painless as possible.

Ever heard the catch phrase “it’s harder to argue with a piece of paper than the President of the Board?” Coined by Beth A. Grimm, our speaker, you will learn how policy setting can ease your burden and how it can effectively “herd” (or should we say “guide”) the sheep down the right trail and prevent strays. It’s the strays that can drive you crazy, isn’t it?

AND A BONUS! An short update on lease limitation restrictions and how they are being received by boards and members in light of the economic downturn.

Date/Time – Saturday, May 1, 2010 – 10 AM until Noon
Place – Encina Royale Clubhouse
250 Moreton Bay Lane, Goleta (Fairview exit North from 101)

Speaker – Beth A. Grimm, Attorney (and frequent South Coast contributor)

A light continental breakfast is planned for 9:30

* Assembly Bill (AB) 899 – Disclosures
* AB 313 – Variable assessments
* AB 1020 – Swimming pools
* AB 1061 – Water efficient landscapes
* Senate Bill (SB) 259 – Elections
* SB 407 – Water conservation
* Numerous California Court Cases affecting HOA Operations
* The Dangers of Email
* Neighbor to Neighbor issues and board duties
* Reasonable Accommodation of the Disabled
* Goleta West Sanitary District Detachment (City of Goleta)

These annual law updates are among the best attended meetings we have so mark your calendars now.

Date – Tuesday, January 26, 2010
Time – 7-9 PM
Place – Encina Royale Clubhouse – 250 Moreton Bay Lane, Goleta

(Fairview exit off 101 – north 2 blocks to Encina Road, right one block to Moreton Bay Lane – left into Encina Royale – clubhouse on the right just inside the entrance)

“Customized Percent-Funded Estimates”
A new perspective on measuring financial status

– Why most HOA’s do NOT need to be 100% funded for depreciation.
– Why each Association’s funding requirement is different from others.
– Should different associations have different percent-funded goals based on their unique list of expenses?
– Should the California Civil Code focus on disclosing the Percent-Funded Estimate statistics?

Date/Time – Tuesday, September 29, 2009 – 7 PM
Place – Encina Royale Clubhouse
250 Moreton Bay Lane, Goleta

1). Directors & Officers (D & O) Liability – why consider a standalone D&O policy, rather than the coverage provided in the package?
2). Fannie Mae’s New Insurance Guidelines (per the Fannie Mae announcement on December 16, 2008). – How this will affect purchase and refinance loans
3). Insurance ramifications of the Virginia Graham Baker Pool Act.
4). Heightened insurance concerns because of the current economy.
5) Workers comp coverage for uninsured or self-employed contractors – who pays
6). Eight “Take Away” Risk Management Suggestions
7). Insurance Marketplace: Pricing concerns as Boards prepare their budgets.
And more!

Date/Time – Wednesday, July 22, 2009 – 7 PM
Place – Encina Royale Clubhouse
250 Moreton Bay Lane, Goleta

(Fairview exit – north 2 blocks to Encina Road, right one block to Moreton Bay Lane – left into Encina Royale – clubhouse on the right just inside the entrance)

Date – Tuesday, April 21
Time – 7-9 PM
Place – Encina Royale Clubhouse – 250 Moreton Bay Lane Goleta
(Fairview exit – north 2 blocks to Encina Road, right one block to Moreton Bay Lane – left into Encina Royale – clubhouse on the right just inside the entrance)

2009 Dues – Remember that you can get a 50% renewal on your 2009 membership dues if paid by December 20, 2008. Renewals will be only $30 through that date.

2009 Condominium Bluebooks – We will be mailing out your 2009 Bluebook during the week of December 15 but only to those associations that have renewed by that date. A second mailing of books won’t take place until after the holidays. Additional copies of the Bluebook will be available at $18/each – payable to South Coast HOA and check mailed to P. O. Box 1052, Goleta, CA 93116

Thursday – September 25, 2008 – 7 PM

Encina Royale Clubhouse
250 Moreton Bay Lane, Goleta

(101 to Fairview, exit north towards mountains -2 blocks to Encina Road, right one block to Moreton Bay Lane, left into association)

Many associations will be in process of developing their 2009 budgets in the fall since calendar year associations must distribute them to their members by the end of November. At this meeting we will discuss:
· Financial reports needed to start the budget process
· Sources of information to develop realistic budget amounts
· Current issues (e.g. bad debts, utility costs, etc.)
· Formatting your budget
· Additional disclosures required to be distributed by California with the budget
· Reserve study disclosures – funding plans
· Assessment/expense trends – 2005-2008

Mr. Gartzke has a solo practitioner accounting practice in Goleta, CA with over 110 association clients for whom he reviews year-end financial statements and/or prepares annual tax returns. He is a co-founder of South Coast HOA and is a former association treasurer.