From: shantele@lakesidevillage.com

Sent: Wednesday, August 27, 2003 8:24 AM

To: aoliveri@uswest.net; skidon@aol.com; geoffrey@silvercreekllc.com;

rrasmussen@petzl.com; mary_finan@yahoo.com;

michale.d.mitchell@boeing.com

Cc: brent@lakesidevillage.com

Subject: Fwd: Letter from Brent

 

Hi All,

 

I received a copy of an email from Mary Finan to Brent this morning which stated

she had not received the letter I emailed out last week.  I do not have email

addresses for owners in the existing condos however I do have email addresses for

the board members and each of you should have been included in the first email.

The board is and the homeowners are separate groups in my address file and I have

been having experiencing problems with my email server and with my address book

specifically.  I have to assume that there was some sort of a glitch with respect

to your group when this email was sent.  I do apologize for that. 

 

The letter is included below for your reference.  Also hard copies were mailed to

all homeowners yesterday.

 

If you have any questions please contact me at 435-462-7403.

 

Thanks

shantele

 

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Subject: Letter from Brent

From: shantele@lakesidevillage.com

Date: Wed, 20 Aug 2003 07:09:39 -0700 (PDT)

To: awhite@fcinteractive.com, bmenne@northropgrumman.com,

      buffywatts@hotmail.com, woodstvl@msn.com, williamfcof@msn.com,

      cory@applydaily.com, denise.m.talcott@jci.com, skidon@aol.com,

      geoffrey@silvercreekllc.com, gerbun@webtv.net, hbwhitaker@aol.com,

      mark.a.silva@irs.gov, mrosner@conducivecorp.com, ralcock@aol.com,

      rek4801@tm.net, lisaandronadams@compuserve.com, testjmpr@aol.com,

      sodbusterreed@aol.com, stewart.connard@irs.gov, skizoff@ford.com,

      brent.greenwood@reden-anders.com

 

A hard copy of this letter will follow via mail.

 

August 19, 2003

 

Re:  Lakeside Village

 

Dear Homeowner,

 

I hope each of you had a delightful summer and are making plans to visit Lakeside

Village often this fall and winter.  It is very pretty in the valley these days,

but I am really looking forward to the fall colors and a relief from the heat in

a few weeks.

 

I am writing you today with regards to the differences of opinion Legacy

Properties has had with the Lakeside Village HOA over the past several months.  I

have heard from some of the homeowners that the HOA board has contacted you more

than once regarding their view of the issues in question.  It is curious to me

that although we own three condominiums at Lakeside we have never received said

communication.

 

As I see it, we have three main issues:

 

1.  Homeowner’s Dues:  The CC & R’s or Association Bylaws clearly states that the

developer does not have to pay HOA dues, they don’t start until the unit is sold

and there is a new owner.  The HOA board interprets this as saying that once we

complete a unit we are the owners and must begin paying dues.

 

We met with most of the HOA board a few months ago to discuss this issue.  After

much discussion we agreed to pay our back dues and they agreed to pay the money

the Association owed us.  The next day I handed the president of the board our

check.  We are still having trouble collecting all that is due us.

 

My compromise proposal at that time was that we would begin paying full dues on

condos we rent out, but on condos we don’t rent out which are complete, we would

only pay dues for our water, sewer, and insurance (which we have always been

doing).  I felt, and still feel, that we shouldn’t have to pay usage expenses or

reserves on units that are not occupied and are not costing the HOA any money.

 

Naturally, the HOA board sees it differently.  They see it as an opportunity for

the developer to contribute cash to the Association which was not expected, thus

giving the Association a windfall.    When the Association calculates the annual

budget and monthly dues for each unit, they do this based on the present members

of the Association, not the anticipated number.  Thus if we as the developers

decide to build a new building and it is finished and new owners move in, they

begin to pay their dues and the Association experiences extra, unanticipated

cash.  On the units that don’t sell and are standing inventory, we are paying our

actual costs, but not unfair expenses.

 

This seems like a fair compromise to me, but it is my understanding that the

board has rejected this option and wants us to pay full dues on all units as soon

as they are complete.  This, in my opinion, is not fair.

 

Please consider a few items from our point of view.  It is in your best interest,

as well as ours, to have us build out this project as quickly as possible.  You

will notice that each phase has an increase in value which in theory brings the

value of your condominium up.  Also, as we have more members of the Association

paying dues and sharing in the expenses, your dues should decrease.  If we as the

developer have to pay full dues on our standing inventory, it is a disincentive

to speculate and construct buildings that aren’t sold.  One board member told me

that the HOA fees were minimal compared to what our profit will be.  First of

all, we haven’t had any profits yet.  Second of all, we have two units that have

been complete for over a year and a half and aren’t sold.  Both are in the rental

pool and we are paying dues on them.  Calculate what that has cost us and I think

you will agree that it adds up to more than a minimal cost.

 

Some may categorize us with developers that are solely self-serving and not

interested in our homeowners.  Please consider that we were not required to make

improvements to Highway 39 until the fourth or fifth building.  We put in the

acceleration and deceleration lanes along with the first building at a cost of

nearly $100,000.  Further, we weren’t required to build the clubhouse and pool

area until the fifth or sixth building.  We built them with the third building.

We didn’t have to put in a children’s pool, but we did.  We didn’t have to put in

travertine floors in the entry or knotty alder beams and trim, but we did because

we thought you would enjoy a nice looking reception area.  We didn’t have to

contribute $15,000 to towards the residing of the existing condos, but we did.

 

I think it is the principal of the thing even more than the money.  I sincerely

feel that we have gone the extra mile, at a rather large expense to us, to make

Lakeside Village as nice of project as we can.

 

Let me mention a few repercussions of your board’s uncompromising position.  At

the start of this summer we were contemplating putting pavers around the pool

instead of concrete.  This would have cost us a bundle, but we were going to do

it.  After being treated as we have from the board, we decided to go ahead and

pour concrete.  We went ahead and poured colored concrete and stamped it and it

looks great, but it isn’t the same as pavers.  As a side note, we went ahead and

put in a nice portico to provide shade for us sun sensitive people-again not

required, but nice touch.  We will buy some pool furniture, but not as much as we

would have.  We also offered to pay for the maintenance of the pool for the

balance of this year, but given the rejection of our proposals, this is no longer

offered.

 

We had no obligation to put exercise equipment in the gym, but we were going to

put three pieces in there anyway.  After the way we have been treated, we decided

to only put two in.  Nevertheless, they are nice and there is a TV in the room,

so you will like it.  But if you want another piece of equipment, the Association

will have to buy it.  By the way, we also purchased a very nice camera monitoring

system for the interior of the clubhouse as well as cameras to view the pool

area.  We thought you would enjoy the extra security.

 

We had thought about building a water feature in the front mound, but I think we

will pass.  We will however, be doing some extra landscaping next month.

 

There is an old saying, “penny wise, pound foolish”.  It just may be appropriate

in our situation.

 

2.  Use of Clubhouse:  It is our interpretation of the CC & R’s or Bylaws that we

have the right to use the clubhouse as an office.  As I’m sure you know, we are

using a small section of the reception area for rental property management, and

we are using the back room as a sales office.  The board is questioning our usage

rights.

 

We proposed that we use the sales office until we are completely sold out.  At

that time we will vacate the room and turn it over to the Association.  We

proposed that we be allowed to use the desk in the reception area for a certain

time, I think 10 years.  After that time, if we didn’t maintain rental management

contracts with a majority of the condos that are being rented, we will vacate the

area.

 

The use of the office for our sales staff does benefit us, I’ll admit that.  But

I think it indirectly benefits you too (i.e. the faster the sales the better).

We have asked for the 10 years minimum for the rental management area because of

our large investment in the built-in desk, phone equipment, management software,

etc.  It will take us some time to recoup our investment let alone turn a profit.

 

With regard to property management, we tried to find an existing, large

management company to come to Lakeside.  None would because we just didn’t have

the revenue to warrant the expense.  So we decided to start a property management

company ourselves.  As a result, we have someone on site, either in property

management or sales, almost all business hours.  This is an obvious benefit to

our owners as well as renters.

 

We proposed that for allowing us to use the clubhouse, we maintain the clubhouse

and the landscape around it.  Frankly, I’m not sure their response to this

proposal.  I do want this cleared up before we deed the clubhouse and pool area

to the Association.  Our conditions of approval for Lakeside said that we had to

construct the pool, spa, and clubhouse because we were showing it on our site

plan, but it didn’t require us to deed it to the Association.  But we will be

happy to do so just as soon as we can come to an acceptable understanding.

 

3.  HOA Board Control:  It is our interpretation of the CC & R’s or Bylaws that

as the Successor Declarant Legacy Properties can take control of the management

of the HOA during our control period, just under five years remaining.

 

The attorney for the board says that since the control has been relinquished to

the homeowners, we can’t take control back.  Our attorney feels just the opposite.

 

Do we want to take control of the HOA board?  No.  And we won’t press the issue

if we can come to an understanding with respect to the above two issues. 

 

You are probably wondering why I am telling you all of the above.  The reason I

am writing is to let you know of our position and that we have been negotiating

in good faith to come to an agreement.  Two weeks ago my attorney told me that it

looked to him like we may have an agreement.  Yesterday he told me that their

attorney seems to be back peddling. 

 

I don’t see that Legacy has any other alternative but to pursue our rights in

court.  This is the last thing I want to do, but we’ve run out of options.  I

wanted each of you to know our position and understand that we have tried to

advert a law suit, but have no other alternative. 

 

I will be doing some humanitarian work in Guatemala next week.  When I return, if

the board has decided to accept my compromise offer, we will expedite the deeding

of said common area to the Association.  If they haven’t budged, I will instruct

our attorney to begin the complaint.  I’m not sure how they plan on paying their

legal bills, but as a homeowner I will not be happy if they try to make a special

assessment to pay for them, and I am sure you won’t either.

 

I urge you to contact your board members to encourage that they accept our offer.

 I’d appreciate any comments or copy of correspondence

(brent@lakesidevillage.com, or fax 435-462-7408)

 

Thank you for your time.

 

Best regards,

 

Brent McQuarrie

Legacy Properties

Manager

 

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