sept 19, 2014 poa board meeting minutes

Porto Cima Townhome Property Owners Association
P.O. Box 482
Lake Ozark, MO. 65049
(573) 216-2380
www.pctpoa.com
manager@pctpoa.com
Porto Cima Townhouse Property Owners Association
Board Meeting
September 19, 2014
Bill Manion called the board meeting to order at 2:05 p.m. Board members present were Bill Manion, Jim
Barnett, Jim Butler, Lynn Diggs, Marti Eagan and Lee Eise. Also in attendance were Todd Nelson from
Nelson Management Company and Dana Johannesen who recorded the minutes. Residents in
attendance were Leslie Gentry, Mr. Sappington from Bello Point and Larry Johannesen from Via Bacino.
Bill Manion started the meeting with a brief statement indicating that in addition to the main purpose of the
meeting being finalization of the 2015 budget, there were other matters, notably Bello Point resident
Leslie Gentry’s concern about continued moisture in her home. Bill Manion stated his concern of potential
litigation, receipt of a letter from Leslie Gentry’s attorney and the possible need for an executive session
regarding this matter. Bill Manion then asked the board’s consideration in accommodating Leslie Gentry
by making her matter the first item on the agenda. The board members agreed.
Gentry – Bello Point: Todd Nelson provided a brief description of the history of Leslie Gentry’s moisture
problem and a number of actions previously taken by the Association on her behalf. Todd Nelson then
discussed the Miller Engineering inspection report Leslie Gentry had prepared. In response to the report,
Todd Nelson had Cross Hair Stucco Repair do any repairs indicated to the exterior of her home. Todd
Nelson stated that subsequent to that work, Leslie Gentry’s dehumidifier has to be emptied two times per
day. Leslie Gentry was then asked to present her request for the Board’s consideration. After describing
the amount of money she has spent in remediating the problem. Leslie Gentry then asked the Board to
find someone who can determine the main source of the problem. Bill Manion then briefly described the
Miller report and its conclusion indicating three areas of recommended action. The areas highlighted
were: 1) original construction/property location; 2) attention to maintenance issues and maintenance
work; 3) property owner responsibilities. Bill Manion further stated that the Association has done all of the
exterior maintenance/work issues outlined in the report. Bill Manion then asked Leslie Gentry if there
were any places in her home where there was evidence of standing water. Leslie Gentry did not indicate
one way or the other. The Miller report suggested windows installed in Bello Point weren’t compatible
with the EIFS (synthetic stucco) system, the Association had the windows used in Bello Point inspected
and determined leaking windows appear not to be the source of the problem. A lengthy discussion then
followed regarding other possible sources of moisture, including the potential of an underground stream,
storm drainage around the home, a blocked storm drain or a leak in the water service to the home. Bill
Manion then asked if the water meter reading test suggested to Leslie Gentry a week earlier had been
conducted. She answered no. There was further discussion about the process for reading the meter and
when it could be done, as well as additional conversation about televising the drain to determine if it is
blocked. The board directed Todd Nelson to have that work done. The discussion then turned to the
letter Leslie Gentry’s attorney sent to Bill Manion asking the Board to take a much more proactive
approach and in-depth review of the situation and, in addition, a suggestion the Board spend more money
on work to be performed on the unit and a commitment to pursue Four Seasons Homes for relief and/or
the POA’s reimbursement for at least a portion of the damages Leslie Gentry has already sustained. The
attorney’s letter ended with a request for a response from the Board within 15 days. The discussion
ended with reference to the attorney’s separate letter to Four Seasons Homes demanding relief for Leslie
Gentry. At that point Leslie Gentry and Mr. Sappington left the meeting. There was additional discussion
regarding the POA’s proactive efforts in this situation, the numerous meetings between Leslie Gentry, Bill
Manion, Todd Nelson and other board members from the Bello Point neighborhood. Also discussed was
the amount of time and money spent and work done trying to resolve Leslie Gentry’s issue.
The Board then held a discussion in Executive Session.
Manion then asked Todd Nelson all of the work the association has don
Financial - 8/30/14: Todd Nelson started by telling the Board of his separate meeting with Jim Barnett
and Fred Miller at which they worked on the budget, revised formats and balance sheet. Todd Nelson
then provided a brief description of the balance sheet numbers for budget year 2013 year end, budget
year 2014 to date as of August 31st and the status of the individual neighborhoods as well as the overall
Association. Todd Nelson stated cash on hand is almost $595,000 which is the total of the operating
funds and reserve fund accounts. Receivables are $113,000, almost all of which is the Villa La Cresta
special assessment that is just now due. He further stated that liabilities were $17,000 of payables and
that owner’s equity was $691,208. Revenue and expenses across all of the neighborhoods were;
operations of $65,465; operational reserves of $125,054; and designated reserves of $566,154, all adding
up to the owner’s equity of $691,208. Todd Nelson then stated that all neighborhoods had an operational
reserve with the exception of the 10th Green due to roof replacement 2 years ago and Villa La Cresta due
to the interiors repair work just completed. Jim Barnett then asked about payments for the Villa La Cresta
special assessment. Todd Nelson indicated “well”, with the exception of a few where the cost was above
$6,000. He further indicated that any payments out-standing after 90 days would be subject to the
Association’s collection policy and procedure. Bill Manion then asked if there were any further questions
or discussion. Being none, a motion, made by Jim Butler, seconded by Lee Eise, was unanimously
approved by the Board.
Budgets/Reserve - 2015: Todd Nelson started the discussion by indicating the format for the budget
had changed to be the same as the financial statement. He then provided a brief explanation of the
proposed budget, changes in operational costs, reserves and changes needed in quarterly assessment
amounts for certain neighborhoods.. The members of the Board then discussed excess operating funds,
the Board’s decision to fund long term reserves to a level of 50% and creating a new budget line item for
funds remaining after attaining the objective for designated reserves. The purpose of the new line item
would be to provide funds for special projects requested by individual neighborhoods. After considerable
discussion, the Board determined the new line item would be called the Operational Fund. A motion,
made by Jim Barnett, seconded by Lee Eise, to approve a new line item for the 2015 budget was passed
unanimously by the Board. Jim Barnett then made a motion, seconded by Jim Butler, to approve the
budget for 2015. The Board unanimously approved the motion.
Operating Reserves Transfer: Todd Nelson started the discussion by referring to the August 31st, 2014
year to date financials Reserves/Owner’s Equity worksheet he prepared showing amounts, by
neighborhood, for Designated and Operational Reserves. He stated that as of August 31st, 2014,
Operational Reserves had reached $125,000 and that there had been no transfer of funds from this
account to Designated Reserves in 2013 or 2014. Jim Barnett noted the checking account has a current
balance of $171,000 and the worksheet shows a proposed transfer amount of $85,000 providing an
Operational Reserve amount of $40,000 and $46,000 left in the checking account for working capital
funds. After a discussion about the way Designated Reserves are calculated, approvals and the use of
funds from Designated Reserves, Jim Barnett made a motion to authorize Todd Nelson to transfer
$85,000 from the Association’s checking account into the Designated Reserves account. Marti Eagan
initiated further discussion regarding the amount proposed for transfer from the Via Bacino portion of the
operational funds. She stated that Via Bacino is going to request the Board’s approval for funds to pay
for proposed landscaping improvements for their neighborhood and that she is concerned about the
amount of money that will be available if too much of the neighborhood’s excess operating funds are
transferred into the Designated Reserves account. As a result of the discussion, Jim Barnett amended
his motion by reducing the amount to be transferred to $83,188.94. The motion, seconded by Jim Butler,
was unanimously approved by the Board.
Reserve Study: As directed by the Board at the August meeting, Todd Nelson presented Reserve
Advisors’ two proposals, the only ones received, for a professionally prepared Designated Reserves
study for the Association. The proposals, the first, a Designated Reserves Study costing $3,900 of which
$1,850 would be an up-front, nonrefundable retainer; the second proposal, the Transitional Study, a
report of the original builder’s construction defects, costing $4,500 if done separately or $3,500 if done in
conjunction with the Reserve Study. After discussing the matter, Jim Barnett made a motion, seconded
by Jim Butler, to authorize Todd Nelson to move forward with the Reserve Study. The motion was
unanimously approved by the Board. There was further discussion about the Transitional Study and the
Board being pro-active in determining the source of the many construction related issues with which the
Association has been faced. After further consideration, a motion authorizing Todd Nelson to move
forward with the Transitional Study was made by Jim Butler, seconded by Lee Eise, was passed by a
vote of 3 to 2 with Jim Barnett and Marti Eagan voting no.
Via Bacino Improvements: Bill Manion started the discussion by asking Marti Eagan to present Via
Bacino’s request for approval and funding for proposed landscaping and additional maintenance
improvements to the neighborhood. Marti Eagan presented a packet of documents prepared by Via
Bacino resident Larry Johannesen. (A copy of the packet is attached.) The documents included a
spreadsheet analyzing various contractors’ estimates of cost, the contractor’s estimates and a plan of Via
Bacino showing 5 separate projects being considered. She then described the following projects:
Project 1 – installing plant material and mulch at the entry and in front of the trash enclosures;
Project 2 – Remove existing gravel between curb and grass area that is currently in the area of ash
trees [mulch to remain]. Add 4" of top soil, fine grade, seed, fertilize and straw.
Project 3 - 4 planting bed areas on hillside between drive and golf course. Each bed to consist of
aprox.120 sq.ft and includes 2 maiden grass in a #3 container, 3 old gold junipers in a
#5 container, weed barrier and brown dyed mulch. All plant holes will be overdug with
planting soil backfill, excavated soil to be hauled away.
Project 4 – Irrigation - Westside - north end Southshore Ct.
Project 5 - Vegetation Control and Maintenance: Area 1 - between rear of units and 18th tee boxes
Area 2 - entry, east side Southshore Ct. and center island
Marti Eagan stated that Via Bacino is requesting approval and funding for Project 1, part of Project 4 and
Project 5. The approximate estimated cost of these projects is $7,311. Bill Manion commented about the
work in Project 5 adjacent to the golf course. Bill recommended that, in the future, the vegetation control
along the 18th hole be added to the budget for “brush hogging” every year. Bill stated that the head of
maintenance for the golf course, Paul Naudett, had agreed in writing to allow the Association to maintain
the area in question. After a brief discussion of the funds available for this type of work, a motion, made
by Jim Barnett and seconded by Lee Eise to approve funding in the amount of $7,300 for the 3 requested
projects was unanimously approved by the Board. A second motion, made by Jim Butler and seconded
by Jim Barnett, to approve the 3 requested projects was unanimously approved by the Board.
Old Business:
Gentry – Bello Point: Moved to the first item discussed in the meeting.
New Business: Todd Nelson introduced requests from members of the Association.
First - A resident of Punto Pilato is asking the Board to formally request the resident’s neighbor to
move the neighbor’s dock to allow the resident to construct a bigger dock. After a brief
discussion, the Board determined that the request was not within the Board’s purview and that
any Board action regarding the request would be inappropriate.
Second – A resident of Villa La Cresta is requesting Board approval of a payment plan for his special
assessment amount. After discussing the Board’s policy and procedure for collection of past
due payments a motion made by Lee Eise and seconded by Jim Butler, directing Todd Nelson
to have the Association’s attorney work with the resident to prepare a promissory note with a 1
year term at a 5% interest rate. The motion was unanimously approved by the Board.
Third – Another resident of Villa La Cresta contacted Todd Nelson indicating a death in the family
and asking about any relief the Association can provide. After discussing the matter, the Board
directed Todd Nelson to have the resident follow the Association’s policy and follow the
procedure of contacting the Association’s attorney.
Todd Nelson advised the Board that the current administrator of the Association’s web site was going to
retire. Todd asked for the Board’s direction to find a replacement for the position. After discussing the
matter, the Board asked Todd Nelson to provide proposals from potential web site administrators prior to
the next board meeting.
Bill Manion then started a discussion about curbs in the Bello Point neighborhood. He pointed out that a
number of residents have installed transition strips in the gutter adjacent to their driveways to prevent
damage to the under carriage and front end of their cars. Bill Manion stated that a resident has
complained and that none of the residents who installed the strips had contacted the association prior to
installing the strips. Earlier in the meeting, Bello Point resident Leslie Gentry indicated she had installed a
transition strip, was unaware of the requirement for the Board’s approval. She asked who was
responsible for the strips and what needed to be done with them during the winter months when snow
plowing could happen. The Board briefly discussed the situation and determined for the record that the
transition strips were personal property of the residents and that the Association has no responsibility or
liability in any way for the transition strips or moving them to avoid damage from snow plowing operations.
.
Bill Manion then asked if there was any new business. There being none, he then asked about the time
and place for the next board meeting. Jim Barnett indicated the next meeting, which will be the Annual
Meeting, will be Saturday, November 8, 2014 at 9:00 AM.in the 19th Hole room in The Club at Porto Cima
Bill Manion then asked if there was any other matters to discuss. Being none, Jim Butler made a motion
to adjourn. After being seconded by Lee Eise and a unanimous vote, Bill Manion called the meeting to a
close at 4:37 PM.
Respectfully submitted,
Dana Johannesen
Entryways
Via Bacino
Punto Piloto
Bello Point
Villa La Cresta
Trash Enclosures
Punto Piloto
Via Bacino Landscaping Improvements Proposals Analysis
Nelson Land
Project 1
Landscaping area at front entry & around trash
enclosure
GreenHorizons
++ Nelson Land entry feature proposal
included in Project 3 below
8 Grass Morning Light #2
2 Crape Myrtle Sioux Clump #15
2 Premium Topsoil per Cubic yard
2 Mulch, Forrest Brown Dyed Chips
8 Installation Labor to build up planting box
for trees, install plants and mulch
** Adjusted
0.3
4
0
4
4
8
1.5
Topsoil per tandem load
Mulch, Forrest Brown Dyed Chips
Blue Princess Holly #5
Euonymus Alatus Compatyca 24"
Grass Morning Light #3
Installation Labor
Mini Skid Steer
$2,055.99
**
3 Purple pride beautyberry #3
4 Adagio grass #3
6 Little henry itea #3
1 Dynamite crape myrtle #5
5 Green velvet boxwood #5
4 Maiden grass #3
* Overdig all holes,haul off spoils and
backfill with a top soil planting mix.
Vaughn Irrigation
9/17/2014
Club at Porto Cima Maintenance Adjustment to Nelson Estimate 938
Topsoil per tandem load
Mulch, Forrest Brown Dyed Chips
Blue Princess Holly #5
Euonymus Alatus Compatyca 24"
Grass Morning Light #3
Installation Labor
Mini Skid Steer
1 250
250
12 49.5
594
3 47.85 143.55
12 70.29 843.48
14 32.89 460.46
24
30
720
6
50
300
Adjust Amounts
0.33 82.5
4 198
0
0
4 281.2
4 131.6
8 240
1.5
75
3311.5
1008
Tax
* #3 existing graveled areas to be top
dressed with brown dyed mulch
$1,813.00
Project 2
Remove existing gravel between curb and grass
area that is currently in the area of ash trees [mulch
to remain].Add 4" of top soil,fine grade,seed, fertilize
and straw.
350
2
16
8
Turf Type Fescue Sod 1 Square Yard
Premium Topsoil per tandem load
Installation Labor
Mini Skid Steer
2915.50
**
$2,626.00
Project 3
Work to include 4 bed areas on hillside between
drive and golf course. Each bed to consist of
aprox.120 sq.ft and includes 2 maiden grass in a #3
container, 3 old gold junipers in a #5 container,weed
barrier and brown dyed mulch.All plant holes will be
overdug with planting soil backfill, excavated soil to
be hauled away.
1
12
3
12
14
24
6
**
Topsoil per tandem load
Mulch, Forrest Brown Dyed Chips
Blue Princess Holly #5
Euonymus Alatus Compatyca 24"
Grass Morning Light #3
Installation Labor
Mini Skid Steer
Irrigation work will be invoiced at time and
materials
$2,386.36
8
12
480
8
Maiden grass #3
Old gold junipers #5
Sq.ft.weed barrier
Scoops of brown dyed mulch
Planting soil mix
$1,884.00
Project 4
Irrigation
Westside - north end Southshore Ct.
Adjusted to remove cost of cutting
& repairing driveway
Installation Labor to cut and jackhammer
driveway
4 Installation Labor for Jackhamme
60 1" Schedule 40 PVC Bell End Pipe
6
30 SCH 40 PVE BE 2" (Sleeve under Drive)
60
1
15
15
200
Wire 18-5
Valve 1"
Spray 4"
Nozzle, RB MPR ADJ
1" High Density Flex Pipe
Green Horizons does not do
irrigation
Installation of 1 5 Zone Irrigation System (1)
1 1" Double Check Backflow
1 7" Station Rainbird Controller
5 DV 100 Valves
11 5000 Series Rotors
13 6" 1800 Series Sprays
9 4" 1800 Series Sprays
2 Days Installation
Lake Region ewer and Water Charges
1" water tap with meter
5/8" water tap with meter
1650
610
1 Sublet Labor to re-pour Concrete
$1,472.62
$4,090.00
(1) In addition to the work included in
Nelson's proposal, Vaughn"s work extends
current system to both sides of the entry,
the trash enclosures & to the planting bed
at the inside of the curve across from the
center island, as well as extending the
Johannesen system with 3 additional
sprinkler heads along the golf course side
of Southshore toward center island
Project 5
Vegetation Control and Maintenance
Area 1 - betweeen rear of units and 18th tee boxes
Limb up trees and weed eat underbrush
on Golf Course property between
Townhomes and 18th hole Tee-boxes
60 Installation Labor
2 Hauling Fees
2 Chipper Rental
$2,300.00
Area 2 - entry, east side Southshore Ct. and center island
12 Installation Labor to trim River Birch in
Installation Labor to trim River Birch in
Island and trim native trees east side of
Island and trim native trees east side of
entry road
entry road
Amount invoiced
for same work in
2010
0
$1,835.00
1 Hauling Fees to haul off debris
Project 6
Total
The work Four Seasons should have performed
attime of development along north side of
Southshore across from Johannesen's
$425.00
$2,725.00
0
0
720
720
1
45
8
14
16
9
2
40
600
16
Rosetta Outcropping /ff
Installation Labor to install Wall /ff
Installation Labor to install Wall /ff
1-Inch Rock
Topsoil per tandem load
Hauling Fees
Mini Excvtr/Thumb 10,000# hammer
Rotor 5000 Plus
Rain Bird Valve 1"
1" Schedule 40 PVC Bell End Pipe
LF- 1" High Density Flex Pipe
Irrigation Labor
Hydroseed Mix (EZ Mulch, Fertilizer, and
2
Tacifier and seed)
$30,316.29
Projects Requested for Budget Year 2014
Project 1 - Landscaping at front entry & trash enclosure
Project 4 - Irrigation - partial (estimate-includes water tap/meter)
Project 5 - Vegetation Control and Maintenance
$2,386.36
$2,200.00
$2,725.00
$1,884.00
$2,200.00
0
(2)
$4,084.00
Total Requested Projects
$7,311.36
$1,835.00
$1,835.00
$5,919.00
Vaughn Irrigation, LLC
Estimate
625 Osage Hills Road
Lake Ozark, MO 65049
Phone/Fax
Cell
573-365-0994
573-216-1417
wewateru@yhti.net
www.vaughnirrigation.com
Date
Estimate #
9/2/2014
2014-37
Larry Johannesen
Qty
Total
Description
1 Installation of 1 5 Zone Irrigation System
1 - 1" Double Check Backflow
1 - 7" Station Rainbird Controller
5 - DV 100 Valves
11 - 5000 Series Rotors
13 - 6" 1800 Series Sprays
9 - 4" 1800 Series Sprays
2 Days Installation
3,930.00
Labor and Material to add 3 - 4" sprays to Existing Irrigation System
Sales Tax
160.00
0.00
Vaughn Irrigation, LLC is fully insured
Estimated Submitted by: ______________________________, Date: _______
Estimate Accepted by: ________________________________, Date: _______
Total
Balance due upon completion
50% down may be required
Estimate Valid for 60 Days
$4,090.00
Nelson Land Service
Estimate
P.O. Box 2178
Lake Ozark, MO 65049
Date
Estimate #
8/7/2014
756
Name / Address
Via Bacino Townhomes
91 Grand Point Blvd.
Sunrise Beach, MO 65079
Project
Description
Qty
Installation Labor to cut and jackhammer driveway
Installation Labor for Jackhammer
1" Schedule 40 PVC Bell End Pipe
SCH 40 PVE BE 2" (Sleeve under Drive)
Wire 18-5
Valve 1"
Spray 4"
Nozzle, RB MPR ADJ
1" High Density Flex Pipe
Turf Type Fescue Sod 1 Square Yard
Premium Topsoil per tandem load
Installation Labor
Mini Skid Steer
Sublet Labor to re-pour Concrete
Cost
6
4
60
30
60
1
15
15
200
350
2
16
8
1
Total
28.00
65.00
0.97
1.52
0.57
29.70
4.22067
2.20
0.39
4.38714
250.00
30.00
50.00
700.00
Subtotal
Sales Tax (5.725%)
Total
Phone #
E-mail
573-392-9993
nelsonlandserv@yahoo.com
168.00
260.00
58.20
45.60T
34.20
29.70
63.31
33.00
78.00
1,535.50
500.00
480.00
400.00
700.00
$4,385.51
$2.61
$4,388.12
Nelson Land Service
Estimate
P.O. Box 2178
Lake Ozark, MO 65049
Date
Estimate #
8/13/2014
928
Name / Address
Via Bacino Townhomes
91 Grand Point Blvd.
Sunrise Beach, MO 65079
Project
Description
Qty
Grass Morning Light #2
Crape Myrtle Sioux Clump #15
Premium Topsoil per Cubic yard
Mulch, Forrest Brown Dyed Chips
Installation Labor to build up planting box for trees, install plants
and mulch
Cost
8
2
2
2
8
Total
25.30
213.29
22.00
49.50
30.00
Subtotal
Sales Tax (5.725%)
Total
Phone #
E-mail
573-392-9993
nelsonlandserv@yahoo.com
202.40T
426.58T
44.00
99.00
240.00
$1,011.98
$36.01
$1,047.99
Nelson Land Service
Estimate
P.O. Box 2178
Lake Ozark, MO 65049
Date
Estimate #
8/13/2014
929
Name / Address
Via Bacino Townhomes
91 Grand Point Blvd.
Sunrise Beach, MO 65079
Project
Description
Qty
Installation Labor to trim River Birch in Island and trim native
trees east side of entry road
Hauling Fees to haul off debris
Cost
Total
12
30.00
360.00
1
65.00
65.00
Subtotal
Sales Tax (5.725%)
Total
Phone #
E-mail
573-392-9993
nelsonlandserv@yahoo.com
$425.00
$0.00
$425.00
Nelson Land Service
Estimate
P.O. Box 2178
Lake Ozark, MO 65049
Date
Estimate #
8/13/2014
930
Name / Address
Via Bacino Townhomes
91 Grand Point Blvd.
Sunrise Beach, MO 65079
Project
Description
Qty
Installation Labor to limb up trees and weed eat underbrush on
Golf Course property adjacent to Townhomes
Hauling Fees
Chipper Rental
Cost
Total
60
30.00
1,800.00
2
2
65.00
185.00
130.00
370.00
Subtotal
Sales Tax (5.725%)
Total
Phone #
E-mail
573-392-9993
nelsonlandserv@yahoo.com
$2,300.00
$0.00
$2,300.00
Nelson Land Service
Estimate
P.O. Box 2178
Lake Ozark, MO 65049
Date
Estimate #
8/13/2014
931
Name / Address
Via Bacino Townhomes
91 Grand Point Blvd.
Sunrise Beach, MO 65079
Project
Description
Qty
Rosetta Outcropping per face foot
Installation Labor to install Wall per face foot
Strata GT-140 4 oz nonwoven fabric 4/17 x 360' 166.67 sq yd
1-Inch Rock
Topsoil per tandem load
Hauling Fees
Mini Excavator with Thumb 10,000# Labor and hammer
Rotor 5000 Plus
Rain Bird Valve 1"
1" Schedule 40 PVC Bell End Pipe
1" High Density Flex Pipe
Irrigation Labor
Hydroseed Mix (EZ Mulch, Fertilizer, and Tacifier and seed)
Cost
720
720
1
45
8
14
16
9
2
40
600
16
2
Total
21.25
10.00
347.60
12.50
160.00
90.00
90.00
27.49
29.70
0.97
0.43
35.00
400.00
Subtotal
Sales Tax (5.725%)
Total
Phone #
E-mail
573-392-9993
nelsonlandserv@yahoo.com
15,300.00T
7,200.00
347.60T
562.50T
1,280.00
1,260.00
1,440.00
247.41T
59.40T
38.80T
258.00T
560.00
800.00
$29,353.71
$962.58
$30,316.29
Nelson Land Service
Estimate
P.O. Box 2178
Lake Ozark, MO 65049
Date
Estimate #
9/3/2014
938
Name / Address
Via Bacino Townhomes
91 Grand Point Blvd.
Sunrise Beach, MO 65079
Project
Description
Qty
Topsoil per tandem load
Mulch, Forrest Brown Dyed Chips
Blue Princess Holly #5
Euonymus Alatus Compatyca 24"
Grass Morning Light #3
Installation Labor
Mini Skid Steer
**Irrigation work will be invoiced at time and materials*
Cost
1
12
3
12
14
24
6
Total
250.00
49.50
47.85
70.29
32.89
30.00
50.00
Subtotal
Sales Tax (5.725%)
Total
Phone #
E-mail
573-392-9993
nelsonlandserv@yahoo.com
250.00
594.00
143.55T
843.48T
460.46T
720.00
300.00
$3,311.49
$82.87
$3,394.36
Proposal
Green Horizons Garden Center LLC
166 Chimney Point
Sunrise Beach, MO 65079
Phone(573)374-2005 Fax(573)374-8555
To
Location Right side past front entrance.
Larry Johannesen
50 South Shore Ct.
Sunrise Beach,Mo.65079
Email larryjohannesen@gmail.com
Home 374-2040
Office
Mobile 847-650-3584
Fax
Date Aug.229,2014
We hereby submit specifications for:
* Work to include 4 bed areas on hillside between drive and golf course.
Each bed to consist of aprox.120 sq.ft and includes 2 maiden grass in a
#3 container, 3 old gold junipers in a #5 container,weed barrier and
brown dyed mulch.All plant holes will be overdug with planting soil backfill,
excavated soil to be hauled away.
* Total materials consist of
8 Maiden grass #3
12 Old gold junipers #5
480 Sq.ft.weed barrier
8 Scoops of brown dyed mulch
Planting soil mix
Total materials and labor
$
1,884.00
$
1,884.00
Thank You,Rick Penno
We Propose to furnish material and labor -complete in accordance with the above specification, for the sum of:
Payment to be made as follows:balance due upon and completion of work
All material is guaranteed to be as specified. All work to be completed in a professional manner according to standard practices. Any
alteration or deviation from above specifications involving extra costs will be executed only upon written orders, and will become an extra
charge over and above this proposal. All agreements contingent upon strikes accidents or delays beyond our control. Owner to carry fire,
tornado and other necessary insurance. Our workers are fully covered by Worker's Compensation Insurance. This proposal may be
withdrawn by us if not accepted within 30 days. We are not liable for adverse weather such as rain, hail, freezing, drought, or incidental
failure of equipment.
Authorized Signature:
Acceptance of Proposal - The above prices, specifications and conditions are satisfactory and are hereby accepted. You are authorized to
do the work as specified. Payment will be made as outlined above.
Date of Acceptance:
Signature:
Unless otherwise agreed to in writing, the balance is due and payable in full upon completion of job. All accounts not paid within 30 days
after billing shall be charged 1 1/2% finance charge from date of billing on the monthly balance. All amounts unpaid 2 months after the
original billing shall be turned over for collections and purchasers agree to pay all court and legal fees. Any material or labor paid with a
credit card will be charged a 3% convenience fee
Notice to Owner - Failure of this contractor to pay those persons supplying material or services to complete this contract can result in the
filing of mechanic's lien on the property which is the subject of this contract pursuant to chapter 429, RSMo. To avoid this result you may
ask this contractor for "Lien Waivers" from all persons supplying material or services for the work described in this contract. Failure to
secure lien waivers may result in your paying for labor and materials twice.
Proposal
Green Horizons Garden Center LLC
166 Chimney Point
Sunrise Beach, MO 65079
Phone(573)374-2005 Fax(573)374-8555
To
Location Front entrance to community
Larry Johannesen
50 South Shore Ct.
Sunrise Beach,Mo.65079
Email larryjohannesen@gmail.com
Home 374-2040
Office
Mobile 847-650-3584
Fax
Date Aug.18,2014
We hereby submit specifications for:
** Phase 1 landscaping - area at front entry and around trash enclosure,furnish
and install the following materials.
3 Purple pride beautyberry #3
4 Adagio grass #3
6 Little henry itea #3
1 Dynamite crape myrtle #5
5 Green velvet boxwood #5
4 Maiden grass #3
* Overdig all holes,haul off spoils and backfill with a top soil planting mix.
* 3 existing graveled areas to be top dressed with brown dyed mulch
Total materials and labor.
$
1,813.00
** Alternate 1 - 1 pre cast concrete drop inlet with a 36" by 36" cast iron grate.
Drop inlet to be set at head of existing 24" culvert pipe going under road.
After setting, area to be cleaned up, backfilled for positive drainage and
disturbed areas to be top dressed with rip rap.
Add
$
2,288.00
** Phase 2 - remove existing gravel between curb and grass area that is currently
in the area of ash trees [mulch to remain].Add 4" of top soil,fine grade,seed,
fertilize and straw.
Total materials,labor and eqpt.
$
2,626.00
Thank You,Rick Penno
We Propose to furnish material and labor -complete in accordance with the above specification, for the sum of:
Payment to be made as follows: 10 % down, balance due upon and completion of work
All material is guaranteed to be as specified. All work to be completed in a professional manner according to standard practices. Any
alteration or deviation from above specifications involving extra costs will be executed only upon written orders, and will become an extra
charge over and above this proposal. All agreements contingent upon strikes accidents or delays beyond our control. Owner to carry fire,
tornado and other necessary insurance. Our workers are fully covered by Worker's Compensation Insurance. This proposal may be
withdrawn by us if not accepted within 30 days. We are not liable for adverse weather such as rain, hail, freezing, drought, or incidental
failure of equipment.
Authorized Signature:
Acceptance of Proposal - The above prices, specifications and conditions are satisfactory and are hereby accepted. You are authorized to
do the work as specified. Payment will be made as outlined above.
Date of Acceptance:
Signature:
Unless otherwise agreed to in writing, the balance is due and payable in full upon completion of job. All accounts not paid within 30 days
after billing shall be charged 1 1/2% finance charge from date of billing on the monthly balance. All amounts unpaid 2 months after the
original billing shall be turned over for collections and purchasers agree to pay all court and legal fees. Any material or labor paid with a
credit card will be charged a 3% convenience fee
Notice to Owner - Failure of this contractor to pay those persons supplying material or services to complete this contract can result in the
filing of mechanic's lien on the property which is the subject of this contract pursuant to chapter 429, RSMo. To avoid this result you may
ask this contractor for "Lien Waivers" from all persons supplying material or services for the work described in this contract. Failure to
secure lien waivers may result in your paying for labor and materials twice.