The 2021 Annual Meeting of Members for Lakewood Forest (HOA) was held via zoom
on Monday February 8th. Thank you to all residents who participated as quorum was achieved through 20.33% (532) members being present either by absentee or electronic ballot or attended in person via Zoom. An election of trustees was held for four (4) open positions and since the race for the election of trustees was uncontested, written and signed ballots were not required as per Chapter 209.0058 of the Texas Property Code. Members present at the meeting were in favor of accepting the four candidates to fill the open positions to serve a two-year term; Scott Johnson (incumbent), Natalee “Christy” Jones (incumbent). Roberta “Bobbi” Munz (incumbent), Martin C. Cuellar.
Highlights from HOA President, Bob Lewis, during the year in review were as follows:
Grant Road Wall Project
In late 2018 – early 2019, the HOA bid out the Grant Road Wall Project to five separate firms and eventually selected Hardscape, Inc. The board approved the baseline cost of the project at $ 341,475.20 which included a performance bond and 5-year warranty. Due to diligent planning by the board, the HOA had reserve funds available to subsidize this project without having to borrow from the operating fund or initiating a special assessment. Phase 1 began in October 2019 and the entire project is expected to wrap up within 1-2 months as we are currently on hold awaiting a materials shipment.
This is the largest infrastructure improvement initiated by the HOA since inception of the community back in the 70's and the new wall will be magnified once new entry monuments are erected at Grant and Cypresswood, along with landscape tip beds on Grant Road. All of these efforts will enhance our property values and magnify our subdivision.
Thank you to Lake Forest Utility Board and owners whose lots back up to the wall for their cooperation and coordination during this large-scale project.
Over the last several years, the HOA has been focusing on various beautification projects throughout the subdivision. In addition to maintaining the common areas throughout Lakewood Forest, the HOA also maintains 60 plus medians throughout our community. An issue discussed at the annual meeting last year was replenishing the tree population as many trees have been lost over the years but not replaced. With this being said, the HOA listened to this suggestion from a member of the community and acted on it. In 2020, a ten- year tree plan was developed by a certified arborist on behalf of the HOA. The plan entailed an evaluation of association common areas to rate existing trees and devise a replacement planting schedule for the next ten years based on the condition of those trees. In addition, fellow board member, Christy Jones spearheaded a project and was able to obtain a donation of approximately 80 trees from Harris County Precinct 4 Parks Department through a grant from Apache Corporation.
Other 2020 beautification efforts:
- Stuccoing of monument wall at Grant Rd and Pine Dr
- Installation of live oaks on Grant Rd medians by HCPCT3 Parks Department upon request from HOA
- Mulching initiated in both spring and fall
- Seasonal color changes done in spring (before Easter), summer and fall (before Thanksgiving)
- Beautification of N. Eldridge and New Hampton entry and all circle medians in Tomball; xeriscape design was utilized due to continued irrigation problems in these areas
- Large scale repair project for irrigation damaged during Harris County Capital Improvement Projects (Grant Rd Expansion and N. Eldridge Traffic Control Project)
Since 2014, the board has been making diligent strides on an annual basis to integrate our operations with modern day technology so that our self-managed community is performing at the same level as comparable neighborhoods managed by professional management companies. In 2020 with the onset of the pandemic and the “Stay Home, Work Home Order”, the board efforts became widely evident as our staff was able to continue full operations remotely without any interruptions or delays in handling administrative duties.
Just a few examples:
- 48% of homeowners have activated their portals to either make payments and/or submit ACC requests
- Staff is able to communicate via text messaging for members preferring not to use email
- Accounts payable options allow for board payable review & approval process online, and initiation of electronic payments versus paper checks
- As of February 4th, over 10% of members utilized the online voting platform for the 2021 election
- 2019 annual audit conducted remotely; HOA was able to provide files upon request due to electronic filing system
- Instead of postponing the annual meeting indefinitely as other HOA’s have done, the board opted to utilize video conferencing to hold the meeting as originally scheduled
HOA bid the following services/ contracts in 2020:
- Legal services
- Copier lease and monthly service agreement
- CPA services; interviews conducted via video conference
HOA Treasurer, Scott Johnson, recapped the Reserve and Community Project Funds, reviewed the year end 2020 financials and the 2021 budget.
Beginning balance as of Jan. 01, 2020: 719,347.04
2020 Funding: 113,712.54
2020 Expenditures: 191,025.86 (Grant Road Wall Project)
Ending balance as of Dec. 31, 2020: 642,033.72
Contributions made in Jan. 2021: 107,540.01
Anticipated Expenses for 2021: 434K*
*Grant Rd Wall Project, New Monument Signs, Repainting Wing Walls, Dredging HOA pond, Reserve Study Update)
Community Project Fund
Beginning balance as of Jan. 01, 2020: 309,958.42
2020 Funding: 50,833.05
2020 Expenditures: 42,525.00 (Landscaping Projects & other)
Ending balance as of Dec. 31, 2020: 318,266.47
Anticipated Expenses for 2021: 210K*
*Tree replacements, irrigation installations, new landscape beds, beautification at HOA pond area, tree trimming, additional landscape beautifications
Board of Trustee Meetings are normally held the first Monday of every month (except for holidays) at 7pm at the Fund Office (12415 Louetta Road, Cypress, TX 77429). Residents are invited to attend the open session of the meeting. The Board may convene in executive session and exclude members to discuss personnel matters, attorney-client privileged communications, litigation, private owner information or matters involving an owner’s request for confidentiality, contract deliberations or enforcement actions. Decisions made in executive session will be generally stated and noted in the executive meeting minutes.
Board of Trustee meetings are advertised on the website, LED board, and advertised in the monthly electronic newsletter which is via email each month.
Board of Trustees
Bob Lewis, President
Boe Bowen, Vice President
Bobbi Munz, Secretary
Scott Johnson, Treasurer
Sandy Matto, Trustee
Christy Jones, Trustee
Martin Cuellar, Trustee
January 11th (via ZOOM)
February 8th (Annual - via ZOOM)
March 1st (via ZOOM)
April 5th (via ZOOM)
May 3rd (via ZOOM)
June 7th (via ZOOM)
July 5th (via ZOOM)
August 2nd (via ZOOM)
September 13th (via ZOOM)
October 4th (via ZOOM)
November 1st (via ZOOM)
December 6th (via ZOOM)
RECAP OF 2021 ANNUAL MEETING OF MEMBERS & ELECTION OF TRUSTEES
Meeting Time: 7:00 PM
Meeting ID: 490 416 5823
Residents may attend open session board meeting via zoom. The meeting will only be open to residents via zoom. This will ensure that meeting attendance does not exceed groups larger than 10 and will allow Board Members to maintain six feet of social distancing from one another.
Lakewood Forest Fund, Inc.
Serving the Residents of Lakewood Forest