Summer 2011 Edition
The Leland Insider CFO of the Year
Insider Edition Highlights
Earlier this year, Leland Management’s CFO and Vice President David Furlow was honored with the Orlando Business Journal’s Chief Financial Officer of the year award for small private companies. David was recognized for his many years of outstanding service as a CPA and his unwavering dedication towards Community Corner providing superior service to Leland Management’s Featuring Marion Landing – Ocala clients in the Association Management industry. Congratulations David, and thank you to all of our Associations Tips of the Trade for the continued support and opportunity to serve you! Reserve Studies – Top 10 Questions You Should Ask
Legal Updates – Attached
Welcome Wagon News Our Newest Communities
Kudos Korner Christy Borden, PCAM Avalon Park SummerGlen Golf Club
CFO of the Year David Furlow
Leland Corporate Training “ My Association is proud to be associated with your company and we value the relationship we have with Leland.” www.LelandManagement.com
It’s that time again! This year’s legislative changes brought forward many clarifications from previous year’s amendments. Be sure to check out the attached legal updates provided by The Florida Senate.
Welcome Wagon News Rebecca and David Furlow, along with the members of the Leland Management team, would like to welcome the following communities: The Ridge Property Owners Assoc. Tampa Division Ridgemoor Master Association Tampa Division Paradise Pines RV Park Condo. Tampa Division Southchase Parcel 5 Community Orlando Division Lake Diamond Golf & Country Club Ocala Division Mabel Bridge HOA Orlando Division Harbor Pointe Condominium Brevard Division
The Views at Bay Pointe Jacksonville Division Emerald Pond HOA Orlando Division Briarwick HOA Tampa Division The Colony of the Lake HOA Orlando Division Palm Coast Resort Condominium Jacksonville Division The Isle De Mai HOA Jacksonville Division Serena Point Condominium Jacksonville Division
Welcome to the Leland Family! 888-465-0346
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Summer 2011 Edition
“The trouble with doing nothing is that it’s too difficult to tell when you’re finished.”
Community Kudos Korner 2011 Florida Communities of Excellence Finalists
Best Website & Internet Communication Avalon Park Property Owners Association The Avalon Park website has been recently Reserve Studies - Top 10 Questions You Should Ask upgraded and includes current events, newsletter Brought to our readers by: signup, Facebook and Twitter connections, contact 1. What is the firm’s background and infor mation, pictures, experience? Engineers? Architects? What are surveys, and a community their credentials? 2. What organizations does the firm belong to that help you in bulletin board and calendar of conducting Reserve Studies? Association of Professional Reserve events. The website’s Analysts (APRA), Community Associations Institute (CAI)? Other organization is based on the community theme of “Live, Learn, Work, Play”.
trade associations: American Association of Cost Engineers, American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE), Assn. of Construction Inspectors, etc. 3. Does the firm comply with APRA and CAI basic requirements for a Reserve Study? Are both the engineering and financial components of the Reserve Study included, as required by APRA and CAI? The Reserve Study must include: inventory of common elements, useful life, remaining useful life, future replacement costs, and a funding plan to set up sufficient reserves. 4. What percent of the firm’s work is for community associations? Does the firm specialize or is working for community association a sideline business? If not, they may not be able to take cost saving success stories from other communities and apply them to your association. 5. What is the size of staff involved in our assignment? What is the background of the individual inspecting the association and will others in the firm be involved? Does the firm have a strong quality control system in place? Will the principals of the firm be involved in the analysis, review, etc.? 6. Does the firm use full time employees only, subcontract engineering or accounting services, or is it part of a loose affiliation with other firms spread throughout the United States? This question can speak volumes about the expertise of the firm and its individuals. 7. Which method do you use for funding reserves? Of the two methods, cash flow and component, APRA and CAI both endorse the cash flow method, which should determine minimum but stable levels of funding over the term of the analysis. 8. What is your basis for replacement costs of the common elements? Databases purchased from national companies, contractors, manufacturers, internal database information, etc. 9. Do the reports comply with the American Institute of CPA’s (AICPA) Audit Guide and relevant state statutes?
10. Are many Reserve Study references provided that are either of similar properties or in close proximity to home or both? Call references. They often can shed much light on their likes and dislikes with the firm.
Family-Friendly Programs & Initiatives Avalon Park Property Owners Association Avalon Park maintains a mix of events aimed at fun, education, and service to engage the different age groups in their community creating a small town atmosphere. Large family events include winter’s Avalon Aglow, a 4th of July celebration, Spooktacular, Octoberfest, and more. Their National Night Out event provides safety education for various ages. Energy & Water Conservation/Sustainable Practices SummerGlen Golf Club Community SummerGlen has incorporated conservation into the design of their latest community building with open cell Icynene insulation and a high-efficiency air conditioning system that minimizes energy use with CO2 sensors controlling the fresh air recovery system. Their building utilizes passive solar lighting, waterless urinals, and very low-flow toilets and faucets in addition to minimal windows, limited duct system leakage, programmable thermostats, and zoned air conditioning. Community garden plots are available for residents to grow their own produce with recycled water used in conjunction with soil moisture sensors.
Team Kudos Korner Also receiving honors at the 2011 Florida Communities of Excellence Awards Ceremony was Avalon Park’s Tracy Durham who was named a 2011 Manager of Excellence. Congratulations Tracy! This past May, Christy Borden, was honored with her PCAM designation which is the highest professional recognition available nationwide to Managers who specialize in Community Association Management. Congratulations Christy! Page 2 of 4
Community Corner– Ocala
Summer 2011 Edition
Association of Marion Landing Owners, Inc. written by Janet Colacone
… “nose hit”, “powerhouse,” “puddle,” “sixpack” and “tickler.” All these words have something in common. Give up? Well, they’re bowling terms! These terms, and more like them, are very well-known to one of Leland Management’s Ocala Division homeowner associations. The Association of Marion Landing Owners located off State Road 200 in Ocala has their very own bowling center! Besides the customary amenities that Florida’s active adult communities are known for such as shuffleboard, tennis, pickleball, fitness centers, horseshoes, bocce, etc., Marion Landing takes it a step further with its own Bowling Center. There are more and more active adults getting back into bowling than ever before. Bowling allows camaraderie with old friends, meeting new people, bonding with family members, or even teaching a child how to bowl. Marion Landing residents certainly don’t underestimate themselves, or their abilities -- they are as young as they feel --- especially while bowling at their center. The Bowling Center at Marion Landing has both sanctioned and nonsanctioned leagues as well as open bowling times for all the homeowners who would like to give it a try and just have fun. Each year the Marion Landing League Bowlers hold a large banquet honoring those top bowlers and teams. Currently, there are four leagues, and each have a Men’s and Women’s Bowler of the Month competition where the monthly winners compete in a “roll-off” for Bowler of the Year. No special fees or charges apply to the Bowling Center. The maintenance of the Center is included in all homeowners’ regular monthly association assessments. The machines were all manufactured in the USA back in the 1960s and were purchased from a military base originally used in a USO facility! Glen “Erik” Halkola has been employed at Marion Landing for almost 5 years as their bowling mechanic. He is responsible for the maintenance and upkeep of all the machinery involved in having the Bowling Center on property, which certainly has its unique challenges! Deeann Welch, Leland’s on-site community association manager at Marion Landing, works closely with Erik to ensure the alleys are in great shape for resident bowling. With equipment this old, Erik and Deeann need to be on their toes as far as preventive maintenance goes. The Association of Marion Landing was one of the first associations to join Ocala’s Leland family back in 2006 when Leland Management opened their Ocala Division. Marion Landing was developed on approximately 197 acres surrounded by thoroughbred horse farms, and has 598 single-family units. Residents of this active adult (agerestricted/55+) community enjoy a 15,300 sq. ft. Lifestyle Center, the 3,400 sq. ft. Bowling Center, fitness facility, pool, spa, tennis, pickleball, shuffleboard, bocce, and even a small fishing pond. The community has its own water treatment plant as well. Leland provides 5 employees for management of the association including an on-site manager, an activities coordinator, office assistant and maintenance personnel. Ask any avid Marion Landing bowler and they will say that their community is the ultimate place to retire because
of this unique amenity! www.LelandManagement.com
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Summer 2011 Edition
Leland Management Team Building 2011 Teamwork is the central theme in everything we do at Leland. In addition to monthly training, educational instruction and orientation programs, every year the entire Leland team gathers together for our annual Team Building event. Our theme for 2011 was Mission Possible and was held at the beautiful Mission Inn Resort in Lake County. Over the course of two days the team spent time working and playing in groups, meeting vendors and learning new tools to help us in our goal to be the best management company in Florida. Several guest speakers including attorneys from three law firms covered topics such as customer service and best practices in the management industry. We would like to thank the firms of Becker & Poliakoff P.A., Clayton & McCulloh, and Katzman, Garfinkel and Berger for taking part in the event. The event also included a vendor showcase where our Team was able to further relationships with service providers whose services are specialized for Community Associations. This year, over 50 vendors spent time sharing tools of the trade with the team. The concept of “the whole is greater than the sum of its parts” rings true as the Leland Team works together to be the best we can be.
Office Locations West Florida Tampa Bay 24701 US Highway 19N Suite 110 Clearwater, FL 33763-4053 Ph. 727-451-7900, Fax 727-451-7901 Tampabay@ lelandmanagement.com Tampa Bay 1101 Channelside Drive, Suite 244 Tampa, FL 33602 Ph. 813-283-0077 Fax 813-283-0078 Tampabay@ lelandmanagement.com “I plan on living forever. So far, so good.” Author Unknown www.LelandManagement.com
Central Florida Orlando Corporate Headquarters 6972 Lake Gloria Blvd. Orlando, FL 32809-3200 Ph. 407-447-9955, Fax 407-447-9899 Orlando@lelandmanagement.com Brevard 1215 Admiralty Blvd. Rockledge, FL 32955 Ph. 321-549-0953, Fax 321-549-0954 Brevard@lelandmanagement.com Ocala 7750 SW 60th Avenue, Suite A Ocala, FL 34476-6472 Ph. 352-620-0101, Fax: 352-620-0465 Ocala@lelandmanagement.com Volusia 1540 Cornerstone Blvd., Suite 200 Daytona Beach, FL 32141-7144 Ph. 386-322-0106, Fax 407-781-1481 Volusia@lelandmanagement.com 888-465-0646
Northeast Florida Jacksonville 10175 Fortune Parkway, Suite 906 Jacksonville, FL 32256-6755 Ph. 904-223-7224, Fax 904-223-1212 Jacksonville@lelandmanagement.com Flagler/Palm Coast 309 Moody Blvd., Suite 101. Flagler Beach, FL 32136 Ph. 386-439-0407, Fax 386-439-0207 Flagler@lelandmanagement.com St. Augustine 2802 N Fifth Street St. Augustine, FL 32084-1837 Ph. 904-821-8263, Fax: 904-223-1212 StAugustine@lelandmanagement.com “Without geography, you’re nowhere.” Author Unknown Page 4 of 4