The following MINUTES are available by selecting the year for the Eastern Panhandle Organization of Homeowners Association, Inc. [formally JCOHOA] We need your help: EPOHOA minutes that are unavailable are being requested from attendees who may have a copy – please send them to the EPOHOA Webmaster or surface mail to P.O. Box 911, Charles Town, WV 25414 EPOHOA minutes & discussion notes are provided solely for informational purposes, and no reader should rely on or use them as legal advice or counsel. Members are encouraged to review the most recent minutes reflecting the next EPOHOA Meeting where you may offer corrections to the minutes when applicable. 2019 January 8, 2019 Board of Directors January 16, 2019 Discussion Notes Education Session: Understanding Federal Tax Forms February 20, 2019 Education Session: HOA Flooding Review & Possible Mitigation & New WV Code §7-1-3ff March 16, 2019 NOMINATION COMMITTEE April 17, 2019 May 15, 2019 June 15, 2019 ANNUAL MEETING ELECTIONS July 17, 2019 August 14, 2019 September 21, 2019 October 16, 2019 November 20, 2019 December 14, 2019 Tentative – holiday observance 2018 January 17, 2018 Discussion Notes Education Session: What You Should Expect of an HOA and the Procedures of Fiduciary Responsibilities of the Board and Homeowner Members. January 23, 2018 Board of Directors February 21, 2018 Discussion Notes Education Session: Understanding & Amending HOA & Homeowner Property Line(s) March 6, 2017 Board of Directors March 17, 2018 (no discussion notes available) Workshop/Seminar: Understanding & Increasing Assessments. §36B-1-114. Adjustment of Dollar Amounts April 13, 2018 Board of Directors April 18, 2018 Discussion Notes Education Session: Hard & Loose Roads” e.g. black top & gravel May 16, 2018 Discussion Notes Education Session: Required Federal Tax forms for HOAs and How HOAs Elect New Board Members & what HOA Boards must consider May 30, 2018 Board of Directors June 16, 2018 Discussion Notes Workshop/Seminar: Duties & Responsibilities of Board of Directors and Introduction to HOA Budgeting July 18, 2018 EPOHOA Election and Education Session: Tips Tricks & Secrets of EPOHOA’s Website July 30, 2018 Board of Directors August 15, 2018 Education Session: Parliamentary Procedures September 15, 2018 Workshop/Seminar: Top Ten HOA Misconceptions of HOA Governing Documents September 28, 2018 Board of Directors EPOHOA Amendment: Name Change October 17, 2018 Education Session: Annual Meeting Procedures October 30, 2018 Board of Directors November 7, 2018 (changed from the 14th) Education Session: Reserves, Special Assessments, Raising Assessments, Budgets December 5, 2018 Board of Directors December 15, 2018 NO MEETING – in observance of the holidays 2017 January 18 , 2017 Discussion Notes Education Session: HOA Q & A Alternate Dispute Resolution (ADR) President’s Announcement January 30, 2017 – Board of Directors’ Minutes February 15 , 2017 – Discussion Notes Education Session: HOA Maintenance Responsibilities—Common Area February 22, 2017 – Board of Directors’ Minutes March 25 , 2017 (Changed from March 18, 2017) Workshop-Seminar: Do It Yourself Reserve Study. RSVP required. April 12, 2017 – Board of Directors’ Minutes April 19 , 2017 Discussion Notes Education Session: Board Member Boundaries and Obligations ? Really – is an HOA Board responsible for everything ? May 17 , 2017 Discussion Notes Guest Speakers: Mike Studholme – Mountain View Solar & legislation status Shawn Walker – Emerald Ash Borer – Trees 101, LLC Xavier Walter – Pleasants Power Plant vs. Energy Efficient West Virginia Brandy M. Reed – Capital Reserve Interest Rates – CNB Bank May 30 , 2017 – Board of Directors Minutes June 17 , 2017 – Election, Board of Directors Education Session: Unlicensed Unregistered Vehicle covenants, enforcement, state law July 6, 2017 – Board of Directors Minutes July 19 , 2017 Installation EPOHOA Board of Directors’ Officers & Discussion Notes Education Session: panel discussion with guest speakers from Berkeley & Jefferson County Sheriff’s Departments – Bob Ayrer, Moderator August 16 , 2017 – Discussion Notes September 6, 2017 – Board of Directors Minutes September 16, 2017 Workshop/Seminar “HOA Financial Management – Collections” w/Q&A Guest Speakers: Presented by: Chris Stroech, Arnold & Bailey, PLLC Kelly Daniel, Collections Manager, Clagett Management, LLC September 26, 2017 – Board of Directors Minutes October 18, 2017 Discussion Notes “The EPOHOA Mission Statement: “Sharing Information – Increasing Knowledge” What have YOU/WE learned this Year?” This session is relative to a year [2017] in review November 15, 2017 Discussion Notes December 13, 2017 – Board of Directors Minutes December 16, 2017 – Holiday Greetings from the President no meeting – holidays observed 2016 2016 EPOHOA YEAR IN REVIEW (broadcast 1-3-2017) January 13, 2016 Education Session: 2015 EDUCATION SESSIONS IN A NUTSHELL – a review. Presenter: Richard Sussmann February 17, 2016 Education Session: TRACKING A WV BILL—a basic tutorial. Presenter Nance Briscoe Homeowners Homework due May 18, 2016 March 19, 2016 Guest Speaker: Colonel Shaun J. Perkowski, Wing Commander of the 167th Airlift Wing Flying Operations Explanation & FAQ Education Session: HOA ETHICS: the health and well being of good leadership April 13, 2016 Guest Speaker: Herb Peddicord, WV Division of Forestry ‐ Chesapeake Bay Watershed PresentationEducation Session: SOCIAL MEDIA & HOW IT IMPACTS HOAs – a great Internet tool for any association, but only when used correctly. Presenter: Nance BriscoeHomeowners Homework due May 18, 2016 (extended indefinitely) May 18, 2016 Homeowners Homework extended indefinitelyNominations Committee Presentation – Terry McSweeney, Chairman Candidates Announced: Bob Ayrer, Anne Wandler, Robert Finch and Michael Carroll Guest Speaker: Bret Hersh – review of non profit exemption 2016 Senate Bill 54 June 18, 2016 Annual Meeting – Election and resulting Board of Directors’ Minutes one 3-year term director position – must be an HOA Member in Good StandingEducation Session: Attorney McWilliams of Trump & Trump, DELINQUENT ASSESSMENTS, RULES & GUIDELINES followed with Q&A July 13, 2016 Announcement of 2016-2017 Officers Education Session: Matt Pennington – MS4 (Municipal Separate Storm Water System) and what it means to homeowners, how billing rates are developed and deployed beginning with Berkeley County. August 1, 2016 Board of Directors’ Minutes includes remaining four scheduled Education Sessions August 17, 2016 Education Session: Board Leadership: Conducting an Effective Orientation Program CAI Webinar Video, Presenter: Margey J. Meyer, CMCA, PCAM, president Community Association Dispute Resolution Experts (files available at Workshops/Seminars) September 12, 2016 Board of Directors’ Minutes September 17, 2016 Insurance Workshop Seminar: Liability: Homeowners Associations’ Board of Directors & Common Area. Presenter: Allen Hudson, SAHOURI Insurance, VP of Commercial Insurance (files available at Workshops/Seminars) October 12, 2016 Discussion Notes Only, no quorum HOA Transparency & Document Retention with Q&A. Presenter: Nance Briscoe (files available at Workshops/Seminars) October 24, 2016 Board of Directors’ Minutes November 14, 2016 Board of Directors’ Minutes November 16, 2016 DRAFT Education Session: Beat Delinquencies: Ways to Collect Past-Due Assessments with Q&A. This session replaced a previously scheduled CAI webinar of the same name. Presenter: Nance Briscoe (files available at Workshops/Seminars) November 21, 2016 Board of Directors Minutes December 12, 2016 Board of Directors’ Minutes December 17, 2016 Holidays Observed – No Meeting EPOHOA 2016 December Holiday Greetings from the President 2015 2015 EPOHOA YEAR IN REVIEW (broadcast 1-4-2016) January 21, 2015 cancelled – snow storm February 18, 2015 March 21, 2015 April 15, 2015 May 20, 2015 with Nominations Committee Presentation Outline 3-5-7 member board, staggered terms, proxy, etc. June 20, 2015 Annual Meeting Registration – Ballot – Proxy Education Session: Workshop: reserve study to learn what the projected costs are for maintenance of the common area, most importantly, roads July 15, 2015 EPOHOA August 19, 2015 Education Session: Annual Meeting Notices – Procedures & Recommendations September 19, 2015 October 21, 2015 Education Session: Adopting Resolutions vs. Amending the Governing Documents November 18, 2015 EPOHOA correspondence to WV State Tax CommissionerEducation Session: Knowing the Answers – Challenge Questions December 19, 2015 Education Session: Fiduciary Duties & Responsibilities 2014 January 15, 2014 February 19, 2014 March 15, 2014 April 16, 2014 May 21, 2014 June 21, 2014 Discussion Notes, No Quorum July 16, 2014 August 20, 2014 September 20, 2014 NO MTG – Workshop only October 15, 2014 November 19, 2014 December 13, 2014 2013 January 16, 2013 February 20, 2013 March 16, 2013 April 17, 2013 May 15, 2013 June 15, 2013 July 17, 2013 August 21, 2013 v2 Legal Policy – PASSED 8.21.2013 September 21, 2013 Berkeley County Council reply to Spring Mills, andBerkeley County Subdivision Review Summary October 16, 2013 November 20, 2013 December 21, 2013 Holidays Observed – No Meeting EPOHOA 2013 December Holiday Greetings from the President 2012 January 18, 2012 Guest Speaker: Ed Smith of Jefferson County Emergency Services Agency (JCESA) February 15, 2012 Guest Speakers: Angela Banks, Jefferson County Tax Assessor Gearl Raynes, Interim Berkeley County Tax Assessor Legislative Update: Upon request by EPOHOA, Senators Snyder and Klempa introduced Senate Concurrent Resolution 38, requesting the Joint Committee on the Judiciary to study whether the State of West Virginia should revise its current Uniform Common Interest Ownership Act. HB 4465 was introduced by Kump & Ellem requesting counties protect liens filed by HOAs in the event offoreclosures; HB 2515 was introduced by Hunt and Shaver relating to liens for assessments on common interest HOA property; SB 98 was introduced by Senator Sypolt exempting HOA fees from consumer sales and service tax; HB 2740 was introduced by Doyle, et al, to allow solar panels in HOA communities and make covenants againstinstallation of panels unenforceable; HB 2741 was introduced by Doyle, et al, exempting solar energy from property taxation; HB 4383 was introduced by Klempa allowing DEP zone waived by affected water intake owners. March 17, 2012 EPOHOA Hosted – Jefferson County Contested Candidate Forum April 18, 2012 EPOHOA Hosted – Berkeley County Contested Candidate Forum May 16, 2012 Guest Speaker: Neil Gillies, Cacapon Institute – urban lands, including HOAs, contribute a certain amount of the total load of the Bay’s pollutants of concern (nutrients and sediment) in stormwater runoff – Cacapon Institute will be funded through the WV Bay Implementation Grant to work with up to three HOAs to pilot a Community Environmental Management program. June 16, 2012 Guest Speaker: Colin Williams, Vice President of Sales & Marketing, Mountain View Solar July 18, 2012 Guest Speaker: Brett Hersh, owner of HBS Tax – enrolled agent with the IRS and is licensed by the US Treasury Dept. to represent taxpayers before the IRS for audits, collections and appeals. He spoke to the EPOHOA on HOA tax related issues and specifically clarified HOA tax reporting requirements of the IRS. July 18, 2012 PRESIDENT’S BRIEF August 15, 2012 Guest Speaker: Matthew Pennington, Region 9, Chesapeake Bay Coordinator September 15, 2012 Legislative Review Sub-Committee update— October 17, 2012 Legislative Review Sub-Committee update— November 21, 2012 no meeting – no minutes – Thanksgiving Week December 1, 2012 Legislative Review Sub-Committee update— EPOHOA 2012 President’s Greeting 2011 January 19, 2011 Guest Speaker: Jonathan Sherman from Berkeley Home Technologies February 16, 2011 March 19, 2011 Guest Speakers: Art Hanson – Nation of Neighbors and Lyn Widmyer & Frances Morgan, Jefferson County Commissioners April 20, 2011 May 18, 2011 Guest Speaker: Craig Bartoldson representing Gallery HOA and The Martinsburg Journal June 18, 2011 Guest Speaker: Ed Thomas, CMCA, AMS, PCAM, Past President of Community Associations Institute (CAI) July 20, 2011 August 17, 2011 Guest Speaker: Joe Brown from Patriot Land and Wildlife Management Services – Potomac River Environmental Stewardship September 17, 2011 October 19, 2011 November 16, 2011 December 17, 2011 Guest Speakers: Ed Thomas of Property Management People Delegate Larry Kump, WV Legislature Berkeley Council Person William (Bill) L. Stubblefield 2010 January 20, 2010 February 17, 2010 March 17, 2010 April 21, 2010 May 19, 2010 Guest Speaker: Toni Milbourne, Jefferson County EMS and Ronald Fletcher, Citizens Fire Company June 16, 2010 July 21, 2010 August 21, 2010 This quarterly breakfast meeting takes the place of the August 18th meeting. September 15, 2010 (agenda – typo dated 9.21.2010 Tuesday) October 20, 2010 Guest Speakers: Terry L. Walker, WV Delegate, 56th District and Debbie Royalty of StopPATHWV November 17, 2010 Guest Speaker: Debbie Royalty of StopPATHWV, and Sgt. Ronald L. Fletcher of the Jefferson County Sherriff’s Office December 18, 2010 unavailable 2009 JCOHOA BEGINS …. August 19, 2009 The Jefferson County Organization of Homeowners Associations, Inc. was incorporated in the State of West Virginia in August 2009 under section 501(c)(3) of the Internal Revenue Code. September 19, 2009 October 21, 2009 The Crystal Lake Property Owners Association won their court case concerning taxation of their common property. HOAs will not have to pay taxes on their common property in the future. This is an issue we should have all been involved [with] and it is to the credit of Crystal Lake that they pursued this on their own. November 18, 2009 December 19, 2009
