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COUNCIL BUDGET MESSAGE Honorable President and Board of Directors and Anthem property owners: The Anthem Community Council (ACC) is pleased to present to the community the 2017 ACC Operating Budget. The Budget is balanced and continues our organization’s mission to provide high-quality services and programs to the community with no increase in assessments. Through diligent and focused management of the assets under our responsibility, the 2017 Budget retains the ACC in sound financial condition and devotes over 70% of the Budget to maintaining the community infrastructure, enhancing community safety and security, and providing programs and activities to benefit our Anthem population. The 2017 Budget was developed on a zero-based approach, which challenges ACC staff to give significant consideration to current and future needs and challenges. In this way, we engage in an open and transparent process and aim to exceed community expectations while respecting how community funds are spent. The budget represents our conservative, results-oriented and focused approach to achieving Board objectives, providing desired amenities, planning future projects and maintaining the high quality of life that defines Anthem as a premier living destination. As 2017 unfolds, this Budget provides for increased civic engagement, promotes the growth of property values, emphasizes the critical role of our business community, promotes volunteerism, and continues to lay a foundation for future amenities and infrastructure revitalization. We look forward to working with the ACC Board and community members to deliver the programs and services that make Anthem one of the most coveted and vibrant communities in Arizona in which to live, work and play. Respectfully,

ACC Board of Directors Ryan Halleran, President Roger Willis, Vice President John Balzer, Secretary Bob McKenzie, Treasurer Tim Fyke, Director Rick Kesselman, Director Terry Mullarkey, Director

ACC Fiscal & Resource Management Committee Richard Yennerell, Chair
 Bob Hebert Brian Fahey Glenn Klinksiek
 Mark O. Senn Doug Greenstein, CFO Natalie Beryozkin, Controller Bob McKenzie, Board Liaison

Jenna R. Kohl, Community Executive Officer

Doug Greenstein, Community Financial Officer

Neal Shearer, Community Operations Officer

HOW COMMUNITY DOLLARS WILL BE SPENT - 2017 Other Contracted Services $132,200 - 1%

SOURCES OF REVENUES - 2017 Assessments - Commercial $374,723 - 3%

Financial Costs $250,685 - 2%

Assessments - Apartments $198,431 - 2%

Administrative Payroll, Taxes & Benefits $2,220,476 - 19%

Parks, Facilities, Maintenance & Infastructure $3,635,252 - 31%

Community Center Programs $811,353 - 8% Special Community Events $114,475 - 1%

Community Insurances $391,679 - 3%

Facility & Park Rentals $362,459 - 3%

Professional Fees $386,645 - 3%

Resale & Disclosure Fees $270,100 - 3%

Administrative Costs $525,725 - 4% Security & Safety $282,324 - 3% Utilities $1,050,594 - 9% Resident & Community Activities $326,060 - 3%

Landscaping & Grounds Maintenance $1,585,778 - 14% Community Programs & Activities $940,884 - 8%

Assessments $8,327,121 - 78%

All Other Revenue Sources $232,875 - 2%


ANTHEM COMMUNITY COUNCIL SUMMARY BUDGET ACC COMPARATIVE

© Copyright, © Anthem Community Council, Inc. 2011-2016

COMPARATIVE SUMMARY BUDGET BUDDGET

BUDDGET

ACTUAL

PLANNED

APPROVED

RESULTS

2017

2016

2015

RESERVE FUND

How Community Dollars Will Be Spent in 2017

8,132,046 8,131,345 Assessments - ACC 8,134,101 320,880 341,855 Assessments - Non-Residential 374,723 315,264 Assessments - Apartments & MultiUnit 315,611 ANTHEM COMMUNITY COUNCIL 315,611 75,840 75,840 Assessments - Benefited 75,840 848,837 829,536 Community Programs Revenues 811,353 COMPARATIVE SUMMARY BUDGET 115,300 133,521 Special Events Revenues 114,475 BUDDGET BUDDGET ACTUAL 61,823 63,482 Other "Hard" Revenues 55,341 PLANNED APPROVED RESULTS 31,500 25,183 Other "Soft" Revenues 22,500 2130,500 017 2016 35,6222 0 1 5 Reimbursements - Legal 64,000 1,500 Reimbursements - Other 1,200 8,132,046 1,650 8,131,345 Assessments - ACC 8,134,101 320,880 Assessments Non-Residential 374,723 277,344 322,514 341,855 Revenues - Rentals 362,459 315,264 315,611 Assessments - Apartments & MultiUnit 315,611 211,275 314,045 Revenues - Resale & Disclosures 270,100 75,840 75,840 Assessments - Benefitted 75,840 848,837 Community Programs Revenues 811,353 507,150 693,658 829,536 Enhancement Fees 536,500 115,300 133,521 Special Events Revenues 114,475 (507,150) (693,658) 63,482 Transfers to Enhancement Fund (536,500) 61,823 Other "Hard" Revenues 55,341 31,500 Other "Soft" Revenues 22,500 (2,170,000) (1,860,000) 25,183 Transfers to Reserve Fund (2,040,000) 130,500 35,622 Reimbursements - Legal 64,000 103,400 Other Non-Classified Incomes 89,834 1,50090,868 1,650 Reimbursements - Other 1,200 277,344 - Rentals 362,459 8,651,537 8,455,509 8,821,071 322,514 TOTAL ASSESSMENTSRevenues & INCOME 270,100 536,500 (536,500) (2,040,000) 556,549 89,834

Revenues - Resale & Disclosures Enhancement Fees Transfers to Enhancement Fund Transfers to Reserve Fund 534,187 Other Non-Classified Incomes TOTAL ASSESSMENTS & INCOME 55,642

Salaries & Payroll Medical, Benefits & Taxes Direct CC Program Expenses Salaries & Payroll Direct Special Events Expenses Medical, Benefits & Taxes TOTAL COMMUNITY CENTER PROGRAM Direct COSTS CC Program Expenses

8,651,537 71,070 373,727 534,187 146,453 55,642 1,147,799 344,066

344,066 151,935

1,085,831

151,935

Direct Special Events Expenses

TOTAL COMMUNITY CENTER PROGRAM COSTS 174,125 TOTAL COMMUNITY INVOLVEMENT

1,085,831

160,720

174,125

160,720 1,046,852

TOTAL HUMAN RESOURCES

104,662 98,647

662,397 142,889 557,281 96,900 166,151 48,596 29,575 76,675 46,996 47,704 99,100 57,000 24,825 92,400 45,047 53,980 185,584 80,150 36,150

104,662

Salaries & Payroll - Parks / Facilities / Medical, Benefits & Taxes Common Area Maintenance Parks - Repair & Maintenance Community Center Maintenance HVAC & Plumbing Pools, Spas & Water Features Irrigation Tools, Janitorial Supplies, Other 92,400 General Legal & Specialized Legal R&M - Facilities & Equipment CPA, Consulting & Professional & Other 53,980 TOTAL185,584 PROFESSIONAL R&M - Grounds & Other Repair, Replace & Maint - All Other 36,150 Property, Business, D&O Insurances Bad Debt Expense 1,551,567 TOTAL REPAIRS & MAINTENANCE

51,200 1,551,567 66,332 205,800 90,030 180,845 386,645 213,680 49,500 391,679 139,240 1,468,576 111,445

All Other Financial Expenses TOTAL FINANCIAL EXPENSES

General Legal & Specialized Legal Landscape Contract CPA, Consulting & Professional & Other Management Contract Janitorial and Sanitation Contract TOTAL PROFESSIONAL

642,364

205,800 180,845

241,200 1,167,400 121,900 373,170 363,100

386,645

401,580

All Other Service & Support Contracts TOTAL CONTRACT SERVICES

1,942,150

Property, Business, D&O Insurances 391,679 Payroll - General & Community Center Admin Bad Debt Expense 139,240 Medical, Benefits & Taxes 401K Programs & Administration All Other Financial Expenses 111,445 Office Consumables 642,364 TOTAL FINANCIAL EXPENSES Postage & Copies & Mailings

346,630 1,741,472 215,205 479,004 40,560 80,421 48,248 642,256 150,746 27,600 9,844

Office Equipment Reimbursements

Landscape Contract 1,167,400 Dues & Subscriptions Equipment Lease & Rentals Management Contract Voice, Cell & Data Services Janitorial and Sanitation Contract 373,170 Signs - Community Common Areas Other General & Administrative All Other Service & Support Contracts 401,580 TOTAL GENERAL & ADMIN 1,942,150 TOTAL CONTRACT SERVICES

1,157,400 15,476 5,480 169,569 370,460 16,900 1,781 330,796 2,706,680 1,858,656

TOTAL OPERATING COSTS

9,644,617

Payroll - General & Community Center Admin GROSS SURPLUS (DEFICIT) 1,741,472 Medical, Benefits & Taxes 479,004 Depreciation Expense 401K Programs & Administration 40,560 Interest Income, Expense, Tax Accrual Office Consumables 48,248 NET BOOK SURPLUS / (DEFICIT) Postage & Copies & Mailings 150,746 Office Equipment 27,600 PROPOSED CAPEX 2017 Reimbursements 9,844 SURPLUS / (DEFICIT) - (Cash Adj) Dues & Subscriptions 15,476 Equipment Lease & Rentals 5,480 BASE AMOUNT RESERVE CONTRIBUTION Voice, Cell & Data Services 169,569 Signs - Community Common Areas 16,900 BALANCED BUDGET or NET EXCESS Other General & Administrative 1,781 2,706,680 TOTAL GENERAL & ADMIN TOTAL OPERATING COSTS GROSS SURPLUS (DEFICIT) Depreciation Expense Interest Income, Expense, Tax Accrual NET BOOK SURPLUS / (DEFICIT) `

BALANCED BUDGET or NET EXCESS

135,792

1,046,852 1,050,594

Salaries & Payroll - Parks / Facilities / Maintenance Medical, Benefits & Taxes Maintenance 662,397 Common Area Maintenance 142,889 Parks - Repair & Maintenance Community Center Maintenance 96,900 HVAC & Plumbing 48,596 Pools, Spas & Water Features Irrigation 29,575 Tools, Janitorial Supplies, Other 46,996 R&M - Facilities & Equipment R&M - Grounds & Other 99,100 Repair, Replace & Maint - All Other TOTAL REPAIRS & 57,000 MAINTENANCE

BASE AMOUNT RESERVE CONTRIBUTION

146,453 1,147,799

1,050,594 TOTAL UTILITIES

TOTAL HUMAN RESOURCES

SURPLUS / (DEFICIT) - (Cash Adj)

361,390 556,549 122,558 71,070 1,086,180 373,727

TOTAL COMMUNITY INVOLVEMENT

TOTAL UTILITIES

PROPOSED CAPEX 2017

211,275 314,045 507,150 693,658 (507,150) (693,658) (2,170,000) (1,860,000) 520,345 103,400 90,868 8,455,50981,887 8,821,071

9,644,617 (993,080)

798,000 64,920 (1,856,000)

4,000 (1,860,000)

`

1,659,213 (993,080) 458,060 798,000 42,600 64,920 43,850 (1,856,000) 118,050 8,900 4,000 28,986 (1,860,000) 14,400 7,200 1,860,000 50,224 31,7640 7,477 2,470,723 9,257,329

1,079,757

98,647

70,252

557,281 166,151 473,480 76,675 140,988 47,704 24,825 13,311 45,047 80,15019,929 51,200 25,485 66,332 90,03032,407 213,680 87,385 49,500 1,468,57662,036

62,886

117,355

325,001

1,702,944

9,257,329

1,595,567 391,553 931,200 44,655 60,480 28,708 (1,793,500)79,341 7,293 66,500 8,715 (1,860,000)19,420 14,728 1,860,000 78,805 012,870 22,025 2,303,680 (801,820)

Administra,ve Costs     $525,725    4%  

U,li,es  $1,050,594    9%  

737,807 55,402 (450,463) 74,320 (524,783)

1,860,000

1,860,000

1,860,000

0

0

1,335,217

Community Programs  &   Ac,vi,es    $940,884    8%  

Resident &  Community   Ac,vi,es    $326,060    3%  

Reserve Fund   alances   Reserve   Fund  Balances   -­‐  YB ear   Over  Year  -­‐  Year  Over  Year  

135,792 1,079,757

14,000,000    14,000,000       70,252  13,000,000     473,480 140,988  13,000,000      12,000,000     13,311

19,929 11,000,000   25,485  12,000,000       32,407  10,000,000     87,385 62,036  11,000,000     62,886  9,000,000     135,404 305,255  8,000,000    10,000,000       131,317 1,489,882  7,000,000    

9,000,000    

6,000,000    

Final 2010  

Final 2011  

8,000,000    

6,000,000        32,000,000   1,113,792  31,000,000     345,034 244,118  30,000,000     1,702,944  29,000,000    

Final 2012  

Final 2013  

Final 2014  

Final 2015  

Projected 2016  

Projected 2017  

EOY Balance    AFTER    Expenditures  Made  

Growth in  Community  Net  Equity  -­‐  Year  Over  Year   Final  2010  

Final 2011  

Final 2012  

Final 2013  

Final 2014  

2017 BUDGET HIGHLIGHTS EOY Balance    AFTER    Expenditures  Made  

Demonstrating discipline with expenses and Growth in  Community   Net   Equity   -­‐  Year  Over   operating costs, transferring excess into the Reserve Fund, and closely monitoring the Enhancement Fund have kept assessments stable. Highlights of End  of  Year  Community  Net  Equity     the 2017 Budget include:  29,000,000     Final  2010  

Final 2011  

Final 2012  

Final 2013  

Final 2014  

Final 2015  

Projected 2016  

Projected 2017  

8,478,324

342,747 28,000,000    

737,807 27,000,000     55,402

26,000,000    

(450,463)

25,000,000    

74,320

24,000,000     (524,783)  23,000,000     1,860,000 1,335,217

8,478,324

60,480

Landscaping and  Grounds   Maintenance    $1,585,778         14%  

Security &  Safety    $282,324     3%  

1,659,213 1,595,567 28,000,000     (29,344) 391,553 458,060  27,000,000     42,60047,015 44,655 43,850 28,708  26,000,000     342,671 118,050 79,341 8,900 7,293  25,000,000     28,986 8,715   3 2,000,000       1,113,792  24,000,000   14,400 19,420 7,200 14,728  23,000,000      31,000,000     50,224 78,805 345,034 31,764 12,870 7,477 22,025 244,118  30,000,000     2,470,723 2,303,680

931,200

(1,860,000)

Professional Fees    $386,645     3%  

80,421 642,256

1,157,400 - 149,811 370,460 267,166 330,796 1,858,656

Parks, Facili,es,   Maintenance  &   Infrastructure    $3,635,252       31%  

Community Insurances     $391,679      3%  

325,001 (29,344) 7,000,000     47,015 342,671

342,747

66,500

Administra,ve Payroll,   Taxes  &  Benefits     $2,220,476        19%  

117,355 149,811 267,166

305,255 131,317 346,630 215,205 1,489,882

Financial Costs    $250,685         2%  

Other Contracted  Services       $132,200        1%  

241,200 135,404 121,900 363,100

(801,820)

(1,793,500)

520,345 81,887 361,390 122,558 1,086,180

The Reserve Fund is the “savings account,” which Other Contracted  Services       provides for the repair and replacement of major $132,200        1%   common assets within the ACC. As infrastructure Administra1ve  Payroll,   ages, the pressure on Taxes  &  Benefits     the Reserve Fund grows to $2,220,476        19%   keep pace with needed repairs and maintenance, a How Community Dollars Will Be Spent in 2017 necessary element community safety, as well as Community   Insurances  for   $391,679      3%   maintaining overall appeal and property values. The planned Reserve Fund spend in 2017 is $2.1 million and includes, but is not limited to, new lifeguard Professional  Fees    $386,645     platforms and3%   dive blocks, irrigation pumps and valves (including timers as a cost savings measure), Administra1ve  Costs     $525,725    4%   block wall painting, water park wrought iron and  Safety    $282,324     repairs Security   and &maintenance, new fitness equipment 3%   Resident  &  Community   Ac1vi1es    $326,060    3%   and upgraded technology. U1li1es    $1,050,594    9%  

An increase in security, both cyber and physical, to protect our community’s assets. Upgrades to technology and software, including a website redesign, will be implemented. Final 2010   Final  2011   012   Final  2013   Steps will be taken Final   to 2integrate smartFinal  2014   End  of  Year  Community  Net  Equity     technology to reduce long-term costs on energy and water. New recreation software for enhanced reservations enrollment for our Website a ACH Direct Debit - and Download a Direct Debit processes Form from the Community www.OnlineAtAnthem.com. Email completed forms with a VOIDED blank check residents. AR@AnthemCouncil.com or drop it off at the Civic Building 2nd Floor Office ACH is the only authorized way to pay your assessments MONTHLY !!!! Opportunity Way Park is now fully operational; Personal Check - Includeand your payment coupon, write your 10 digit account ID on costs to operate maintain the park are check and mail to: Anthem Community Council PO Box 65464 Phoenix, AZ included.

Pay Online - You can pay with a free E-check or by Credit Card. Visit our website www.OnlineAtAnthem.com. You'll need to know three (3) codes: (a) the "management ID" which is: 6906; (b) the "association id" which is: 1111 (c) Your unique 10 digit ID for your account

Additional detail can be found in the budget package on OnlineAtAnthem.com.


2017 ASSESSMENT FEES ANTHEM COMMUNITY COUNCIL 2017 Assessment Fees Payable Parkside Owners

Quarterly Assessment to the Anthem Community Council Semi-Annual Assessment to the Anthem Community Council Quarterly Assessment to YOUR Homeowners Association Quarterly Benefited Assessment to Parkside Association Quarterly Benefited Assessment to Anthem Community Council

Your TOTAL Quarterly Assessment

Parkside Paseo Owners

Parkside Landing Owners

Village Condominium Owners

Country Club Owners

$205.50

$205.50

$205.50

$139.50

$205.50

$48.45

$48.45

$48.45 $59.40

$746.00

$240.00

$313.35

$885.50

$445.50

$118.50

$253.95

$372.45

Commercial & Non-Residential Owners

NO CHANGE

No Change

2017 Sources of ACC Revenues

ASSESSMENT DUE DATES Residential payments are due on the first of January, April, July and October. Commercial and Non-residential payments are due on the first of January and July. Payments are considered late if received after the first of the month due. Assessments  $8,327,121         is added Additionally, a late payment fee of $15 78%   to each account if the payment is not received by the ACC by the end of business day on 15th of the month due (or the previous Friday, if the 15th falls on a weekend).

The above budget represents your obligations to the Anthem Community Council’s operating expenses. When you make quarterly payments, your total payment includes your obligations for the HOA community in which you live (Parkside, Parkside Paseo, Parkside Landings, Country Club or The Village). Your total payment will be combined into one quarterly statement that is mailed to you approximately 30 days prior to due date.

ASSESSMENT PAYMENT OPTIONS ACH Direct Debit Download a Direct Debit Form from the Assessments -­‐  Apartments       Assessments   -­‐  Commercial  website     community at OnlineAtAnthem.com. $198,431        2%   $374,723        3%   Email completed forms with a voided blank check Community  Center  Programs         $811,353        8%   to AR@AnthemCouncil.com or drop it off at the Civic Building 2nd floor office. Special  Community  Events         ACH is the only authorized way to pay your $114,475      1%   assessments monthly. &  Park  Rentals     Facility   $362,459    3%   Personal CheckResale  &  Disclosure  Fees     $270,100        3%   Include your payment coupon, write your 10-digit All   Other  Revenue   Sources     $232,875      2%   account ID on your check and mail to: Anthem Community Council PO Box 65464 Phoenix, AZ 85082-5464 Pay Online You can pay with a free e-check or by credit card. Visit our website at OnlineAtAnthem.com. You’ll need to know three (3) codes: 1. “Management ID,” which is: 6906 2. “Association ID,” which is: 1111 3. Your unique 10-digit ID for your account


ACCCA BUDGET The ACCCA Budget: Where do my dollars go? The process begins in August of each year, when the ACCCA Finance Committee and staff develop the ACCCA budget. The Board of Directors accepted the recommended 2017 Budget at the October Board meeting. There are two parts: the Operating Budget and the Reserve Budget. The charts below provide an overview of the 2016 budgets, revenue and expenses. The 2017 ACCCA Budget will be mailed to Owners, pursuant to the Governing Documents. Please contact the ACCCA with any questions: staff@acccahoa.com.

ACCCA Board of Directors Holly Matson, President Nirmal Manerikar, Vice President Barbara Birdseye, Secretary Joy Lovell, Treasurer Jack Noblitt, Director ACCCA Finance Committee Chuck Bowen, Chair Joy Lovell, Board Liaison/Treasurer Skip Hoeder Bob McFall Richard Witt

OPERATING BUDGET Covers revenue and expenses for the ongoing, daily operations of the Anthem Country Club Community Association. 2016 operating expense for the ACCCA: $2,252,527

RESERVE BUDGET Covers the planned expenses for the maintenance of our roads (approx. 75 miles), gates, and entrance gatehouses. 2016 reserve budget as of August: $488,200

COSTLIEST ITEMS FROM 2016 OPERATING BUDGET

COSTLIEST ITEMS FROM 2016 RESERVE BUDGET

Water & Sewer $200,500

Painting $11,000

Gate Personnel $555,513

Electricity $270,942 Granite Replacement $100,000

Management Ops $330,800 Landscaping $447,049

2016 REVENUE AND EXPENSE UPDATE

Street Repairs $360,000

Other $10,000

Gate Operations $7,200


APCA BUDGET Parkside 2017 Budget The Anthem Parkside Community Association (APCA) Board of Directors, at their regular monthly meeting on Aug. 18, 2016, unanimously approved the 2017 Budget. APCA remains in excellent financial condition and is pleased to report there will be no increase in assessments. Parkside assessments will remain the same per household at $48.45 per quarter. This budget brings many benefits to the Parkside community including maintaining neighborhood parks, landscaping and compliance. It provides for continued high-quality services for the Parkside community, which makes Parkside a desirable place to live. Landings Benefited Assessment The Landings benefited assessment incurred no increase and will stay the same per unit at $59.40 per quarter. This assessment will continue to cover the regular maintenance of the Landings gates and streets. Parkside residents are encouraged to contact the APCA with any questions regarding the 2017 Parkside and Landings budgets. 2017 budgets, and resolutions approving the budgets, are available to view online at OnlineAtAnthem.com/Parkside.

PARKSIDE TOTAL EXPENSES: $1,415,799

APCA Board of Directors Doug Sutherland, President/Treasurer Bettye Ruff, Vice President Teresa Oorin, Secretary Loren Linscott, Director Chris Yano, Director APCA Finance Committee Bill Bobbitt, Chair Frances DeJesus Dennis Hider Loren Linscott Lenore Little Stephen Merrill Jocelyn Rochman Doug Sutherland

THE LANDINGS TOTAL EXPENSES: $52,524


THE VILLAGE AT ANTHEM BUDGET 2017 Budget Message The Village Board of Directors is pleased to present this 2017 Village at Anthem Condominium Budget document. This budget calls for no change in the quarterly assessment in 2017, remaining at $746 per quarter per property owner. The total quarterly obligation to be paid will be $885.50, inclusive of the ACC assessments. The ACC will continue to be responsible for all Village invoicing, collections and accounts receivable functions. The ACC has expanded the methods by which Village property owners can pay their assessments, and we encourage you to visit the community website at OnlineAtAnthem.com and select “Pay Assessments” on the homepage. For questions specific to assessment invoices, payments or any type of accounts receivable issue, please contact the Anthem Community Council at 623-742-6050 or at Accounting@AnthemCouncil.com. Adam Crane is the Village Maintenance Supervisor and Community Association Manager in charge of daily operations such as CC&R violations, facility maintenance issues, on-site questions regarding gate remotes and pool cards. Reach Adam at 480-372-6678 or by email at villagesatanthem@gmail.com. The after-hours emergency number with Sentry Management is 480-345-0046. To request an overnight guest parking pass, call or text Steve Holmgren at 480-213-3843.

VILLAGE at ANTHEM CONDOMINIUM COUNCIL of CO-OWNERS BUDGET - 2 02017 16

Budget 2017

Budget 2016

Assessments CC&R Violations & Fees Transfers to Reserve Fund Gate / Key Income TOTAL ASSESSMENTS & INCOME

626640 0 (105,000) 0 521,640

Salaries/ Payroll tax and benefits Postage & Copies CPA Services Legal Fees - General & Collection Insurances Taxes, Pool Permmits, Licenses & Fees TOTAL ADMINISTRATIVE EXPENSES

Budget 2015

626,640 375 (105,000) 2,400 524,415

626,640 1,000 (105,000) 1,673 524,313

44400 4060 1200 3144 26672 655 80,131

44,400 4,060 1,200 3,144 31,380 645 84,829

50,350 750 2,836 29,664 655 84,255

Electricity Gas Water - Recreation Center Water - Landscaping Water & Sewer - Residential (All Water Combined) Telephone - Gates / Maintenance TOTAL UTILITIES EXPENSES

35,820 12,000 0 0 288,593 1,968 338,381

35,820 12,000 3,900 9,000 267,084 2,460 330,264

35,820 9,828 3,708 18,000 268,000 1,464 336,820

Common Area Maintenance Facility Supplies Building Plumbing repairs Pest Control Building Repairs/Maintenance& Roof Repair Plant Replacement Tree Pruning Sprinkler Repairs Pool / Spa Supplies / Chemicals/Furniture Pool / Spa Maintenance/R7M fitness equipt. Streets and Sidewalk repairs Gate Repairs Other Repair & Maintenance & Community Costs TOTAL REPAIR & MAINTENANCE

8,204 600 3,000 0 4,000 2,000 1,000 1,000 6,000 3,300 1,000 1,200 3,835 35,139

8,204 600 3,000 3,300 4,000 2,000 1,000 1,000 6,800 2,000 1,000 500 6,862 40,266

9,500 600 4,000 3,310 6,580 2,000 2,000 1,000 3,500 1,300 1,000 600 35,390

TV / Fitness Center (Cox) Gate Maintenance Contract Exterminating Contract (terminte only) Trash Collection Contract Landscape Contract Management / Admin Contract Security Fire Inspection & Repairs Bad debt TOTAL CONTRACTED SERVICES

1,884 3,600 6,400 13,049 28,680 10,800 3,576 0 67,989

1,884 2,500 3,100 13,049 28,680 11,400 3,600 3,000 67,213

1,884 1,500 3,100 12,000 28,800 13,464 4,100 3,000 67,848

522,572

524,313

TOTAL OPERATING COSTS

521,640

SURPLUS / (DEFICIT)

0

ASSESSMENT Per Unit Per Quarter

746.00

1,843

-

746.00

746.00

ASSESSMENT Per Unit For ACC

139.50

139.50

139.50

Total Quarterly ASSESSMENT Per Unit

$885.50

$885.50

$885.50

Village Board of Directors Emily Wrinkle, President Dan Brown, Vice President Rob Benedict, Treasurer Sharon Redd, Secretary Karen Schapira, Director


HAVE YOU CONSIDERED? CRITERIA TO BUILDING A STRONG MASTER PLAN PROJECT PROPOSAL As part of their 2016 Work Plan, the Community Planning and Development Committee included a re-evaluation of the Facilities Master Plan to determine priority projects for funding consideration after the completion of Opportunity Way Park. The community input phase will allow residents to propose projects and provide input on existing and new projects.

FUNDING Enhancement Fund Reserve Fund Operating Fund Staffing Ongoing Maintenance Assessment Increase Financing Grants User Fees Tax Money (City/County) Revenue Sources

LAND/SPACE Purchase/Donated Land Land Restrictions Repurposing Land Parcel Size

COMMUNITY IMPACT Repurposing Existing Amenities Similar Project in Area Stakeholders Residents Served Demographics Served Residents and/or Non-residents

TIMELINE Planning Design Construction Implementation

PARTNERSHIPS Non-profits/Foundations Charter Clubs Schools State/Federal Private/Corporate Submit a Notice of Intent by Dec. 31 and formal project proposals by Jan. 31, 2017. For more information, contact: planning@anthemcouncil.com


ACC FUNDS EXPLANATION The ACC has three major funds: the Enhancement Fund, the Reserve Fund and the Operating Fund. The Operating Fund is just that – it covers the costs of operating the community. Every year, a set amount is transferred to the Reserve Fund to cover maintenance and upkeep of Anthem’s amenities. The third fund, the Enhancement Fund, is based on 1/4-of-1% of the sale price of each resold property. For 2017, the ACC conservatively estimates that this fund will generate $536,500. The fund is designated for major new projects and amenities that benefit the Anthem community, including proposed projects as identified within the Facilities Master Plan, such as the recent completion of Opportunity Way Park. This year, the ACC’s Community and Planning Development Committee will take a new look at the Facilities Master Plan and projects proposed by residents to consider, now that the park is complete. The Enhancement Fund may also be used to enhance existing amenities, such as the Community Center, should the need/opportunity arise.

ADDITIONAL FACILITY MASTER PLAN INFORMATION KEY DATES

IMPORTANT RESOURCES

PHASE I

PROJECT PAGE

Education Campaign: Begins May 1, 2016

OnlineAtAnthem.com/FMP

PHASE II

ACC FUNDS EXPLANATION

Community Input: Through-Jan. 31, 2017

OnlineAtAnthem.com/acc-funds-explanation

Mandatory Deadline 1, Dec. 31, 2016: Submit Notice of Intent (see pg. 7)

Mandatory Deadline 2, Jan. 31, 2017: Submit Formal Project Proposal

PHASE III Evaluation Period: Feb. 1-April 30, 2017 PHASE IV Community Planning and Development Committee presents initial report to ACC Board: May 24, 2017

NAOS AND 404 WASH INFORMATION OnlineAtAnthem.com/404-washes MARICOPA COUNTY ASSESSOR MCassessor.maricopa.gov PLANNING AND DEVELOPMENT City of Phoenix (west side of I-17): Phoenix.gov/pdd Maricopa County (east side of I-17): Maricopa.gov/planning

2017 ACC Budget Message  

Includes information on ACC and HOA budgets.