Last update: 2009 Jun 27. Click History for a list of changes and updates.
__The continuation of this post is work in progress on this subject. It is posted in its incomplete form to provide the internet links to user fee schedules used by other property owners associations. Otherwise it only provides a few notes from my internet research.
Don Nordeen
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Continue reading Competitive Fees for all Services and Benefits.
- Key Words:_ Community Association, Governance, Michaywé, MOA Operations (General/Total), Recreational Facilities, User Fees; Governing Documents; amenities; fee schedule; golf; members' rights; meeting rooms; recreational facilities; tennis; storage; swimming; user fees
Competitive Fees for all Services and Benefits (continued)
__ Competitive fees are a specific form of user fees. In general, it costs more to have recreational facilities in a planned development than to pay for the use of similar facilities in the surrounding area. One of the principal reasons for the increased cost is location. A restaurant, golf course (possible exception), swimming pool and other facilities are not as accessible to the general public in the planned development location as commercial operations.
__ The facilities may be more accessible to the residents of the planned development, but there may not be enough residents to provide the total revenue to offset the costs. As a result, the recreational facilities in a planned development typically must be subsidized. No matter how the accounting is done, the residents will pay a charge for the use of the facilities, and then pay the subsidy to ensure ongoing operation. Even if competitive fees are charged, subsidies are still required.
__ While there may be an expectation that members should receive a price break because they pay dues, the reality is that any price break must be made up with additional subsidies. The reality is that members must pay a premium for the convenience and other benefits of having the recreational facilities within the planned development. See What Benefits do the Recreational Facilities Provide? for further discussion.
__ Other owners associations that have similar facilities to those at Michaywé have addressed these considerations with user fees paid by the members who use and derive personal enjoyment from their use. The associations also have annual dues (assessments) to provide funds for subsidies, if any.
Fee Schedules for Several Property Owners Associations
__ (added 2009 May 05)>>> Please peruse the user fee schedules. Note both the scope and content. There are user fees for the swimming pools and other facilities. There are also specific charges for the use of the association's rooms and other facilities.<<< (added 2011 Dec 28)>>> The links below will likely become out of date as the POAs update their information. If the links don't work, use an internet search to locate the items listed. Use the search tool on the association's home page to find information on budget, financial reports golf fee schedule, etc. <<<
Hot Springs Village, Arkansas
__ From their website:
- Hot Springs Village Website at [http://www.hsvpoa.org/].
- Hot Springs Village Fee Schedule at [http://www.hsvpoa.org/Fee%20Schedule.pdf].
__"Hot Springs Village is America's Largest Gated Community! "The Village" offers 8 golf courses, 9 lakes, 3 swimming pools, 14 tennis courts, 2 country clubs, and 17 miles of nature trails. All of these things make Hot Springs Village, Arkansas the perfect place for you to come play, or stay for a lifetime."
Sugar Springs, Gladwin, Michigan
__ From their website:
- Sugar Springs Website at [http://www.sugarsprings.net/].
- Sugar Springs Fee Schedule at [http://www.sugarsprings.net/Resources/2011%20USER%20FEE%20SCHEDULE.pdf].
__"Sugar Springs is a planned community development that covers approximately 4,000 acres. It boasts some of the area’s most beautiful homes as well as the following recreational amenities:
• 18-Hole Championship Golf Course
• Fully Staffed Pro-Shop
• Club House & Lounge
• Two Lakes
• Fifteen Beach Clubs
• Activity Building
• Olympic Size Indoor Swimming Pool
• Tennis and Basketball Courts
• Cross Country Skiing Trails
• Grass Air Strip
• Campground
• Archery Range
• SSPOA Brochure (PDF)
• Calendar of Activities"
Apple Canyon Lake, Illinois
__ From their website:
- Apple Canyon Lake POA Website at [http://www.applecanyonlake.org/]
- Apple Canyon Lake POA Fee Schedule at [http://www.applecanyonlake.org/announcements/blog.php?bid=256]. Note that the schedule includes an allocation to their replacement fund (called R & R), and a schedule of R & R uses.
__"A private resort community for all seasons in the heart of scenic Jo Daviess County, Illinois" "The focal point of Apple Canyon Lake is the 480-acre lake, which is approximately 3 miles long with over 15 miles of shoreline. The lake has consistently ranked in the top 10 for water quality and clarity of all lakes monitored by the Illinois EPA. An active lake management program is in place to ensure these high standards. The main body of the lake hosts a wide variety of water sports including skiing, sailing, boating and tubing. Fishing is one of the major attractions at Apple Canyon Lake, with 9 sports species stocked including Tiger Muskie, Walleye, Bass, Crappie, Bluegill and Catfish. Apple Canyon Lake is truly a Resort Community for all seasons.
• Beach
• Camping
• Golf
• Pool
• Tennis
• Trails
• Restaurant
• Marina
• Beach
• The Cove Restaurant
• Campground
• The Marina Stop
• ACL Pool at the Club House
• 9-Hole Golf Course
• kids’ playground"
Memo: While the annual dues are only $250, Apple Canyon a separate "Asset Preservation Fee" of $500. This is obviously important given the maintenance costs for an artificial lake.
Bella Vista Village, Arkansas
__ From their website:
- Bella Vista POA Website [http://www.bellavistapoa.com/]
- Bella Vista POA Fee Schedule at [http://www.bellavistapoa.com/board/feeschedule.htm]
__"Bella Vista Village, the largest unincorporated community in Arkansas, has an estimated 24,000 residents located in an area covering 65 square miles. The POA, a not-for-profit corporation with a budget of $23,000,000, has 38,500 lots. There are seven divisions (Golf, Recreation, Public Works, Sheriff, Fire and EMS, Food, Beverage and Clubs, and Finance and Administration) with approximately 440 full-time and part-time employees that provide private club living to include recreational based amenities and operations at the 8 Golf Courses, 7 Recreational/Fishing lakes, 4 Swimming Pools and Tennis complexes as well as the Municipal / Public Safety Services associated with a municipality."
Other information of interest includes is available at Bella Vista POA Administration [http://www.bellavistapoa.com/board.asp] and includes POA Reports for budget, General Manager's Report and Financials, Fee Schedule, Independent Auditor's Report, and Summary Income Statements.
- The General Managers Activities Report is basically current and contains summary descriptions of the monthly activities, and provides links to the financial reports for the following:
- Attachment 1: Usage and Statistics Report
- Attachment 2: Consolidated Balance Sheet.
- Attachment 3: Water Department Balance Sheet.
- Attachment 4: Summary Income Statement with Water
- Attachment 5: Summary Income Statement w/o Water
- Attachment 6: Water Department Income Statement.
- Attachment 7: Cash Reserve Assessment.
- Attachment 8: POA Summary Financial Results.
- Attachment 9: Summary Year To Date Simple Cash Flow By Division
- Attachment 10: Simple Cash Flow Results
Sun City, TX, Community Association (Added 2009 Jun 27)
__ From their website:
- Sun City, TX, Community Association Website at [http://www.sctxca.org/suncity]
- Sun City, TX, Community Association Fee Schedule — Use the search tool to find information on budget, financial reports golf fee schedule, etc.
__"Located in historic Georgetown, Sun City Texas is an oasis of beauty and luxurious amenities in the hill country. This stunning community offers the charm of small-town living, yet is just minutes from the culture and excitement of Austin, the State capital. Its Texas locale also boasts an extremely affordable cost of living, favorable tax advantages, and beautiful climate year-round."
Canyon Lake Property Owners Association (Added 2009 Jun 27)
__ From their website:
- Canyon Lake Property Owners Association Website at [http://www.canyonlakepoa.com/]
- Canyon Lake Property Owners Association Pro Forma Budget at [http://www.canyonlakepoa.com/budget/July-2011-Revised-ProForma-Final-draft.pdf] — This is a comprehensive annual plan and budget and includes major policies, as described in the Table of Contents.
__This budget summary includes the following:
__ I. Availability of 2011/2012 Pro Forma Operating Budget
__ II. Approved Assessment for the 2009/2010 Fiscal Year
__ III. Availability of Minutes of Board of Directors Meetings
__ IV. Reserves
____ A. Repair and Replacement Reserve
____ B. Road Reserve
____ C. Assessment and Reserve Funding Disclosure Summary
____ D. Community Facilities Development Fund
__ V. Outstanding Loans
__ VI. Member in Good Standing Policy
__ VII. Delinquent Assessment Collection Policy
__ VIII. Dispute Resolution
____ A. Alternative Dispute Resolution (“ADR”)
____ B. Internal Dispute Resolution (“IDR”)
__ IX. Disclosure Documents Index__ X. Notice – Assessments and Foreclosure
__ XI. Limits of Insurance
__ XII. Pro Forma Operating Budget by Department
__ XIII. Pro Forma Summary of Annual Charges
__ XIV. Pro Forma Rate Schedule – Payment Options
__ XV. Fee Schedule
Property owners should keep this budget summary and the audited financial statements (sent under separate cover) with their property records in order to provide prospective purchasers with current Association financial statements.
__The fee schedule is published as XV above, which shows that almost all services are provided for specific fees.- Canyon Lake Property Owners Association Annual Report at [http://www.canyonlakepoa.com/uploads/file/documents/CLPOA-Annual-Report.pdff] — This link is to their annual report which also shows allocation of revenues and expenses by facility and/or major function. Note under Revenues the line "Sales and User Fees".
"Canyon Lake Property Owners Association consists of 4800 custom built homes and lots." Click on the links below for their various facilities.
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