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JoyceW4 (Virginia)
Posts: 10
Posted:
We are a 44 unit townhouse condo association built in 1995 in Virginia - so about 25 yrs old - so time to start planning and establishing the cost for a landscaping replacement project and start accumulating some $$.

I have been Board Treasurer for the past 5 years and stepped down this summer and recently joined the Landscaping Committee - so wearing a different hat. In 2018, the Committee obtained a proposal from our landscape contractor for $125K for a replacement project - so this is not going to be a cheap project. Subsequently, the Board did establish a $10K Landscape Operating Reserve, but our Replacement Reserve Study does not include any landscaping. While I know little about landscaping, my goal to help the Committee establish a business process for determining a general requirement for the landscape replacement project, obtain some bids, modify design proposals as needed, and obtain Board approval for the Committee adopted landscape strategic plan as well as the required funding.

Following are my questions and any comments would be most appreciated.

1. Does your COA Reserve Study include landscape replacement? If so, how was the costs determined? Does the Association have an option to set up a separate Replacement Reserve annual contribution for Landscaping based on an adopted Landscape Replacement proposal?

2. Any tips on how to establish a general landscaping requirement to request bids? Of course, we will establish basic factors as low maintenance, disease tolerant, etc - but how about a budgetary range? Do we state that we want a low, medium, or high budget proposal? Or do we provide a dollar figure such as $100K (bit hesitant to do this since we have no reasonable basis for providing such a figure)? Is it reasonable to ask that the proposal be priced in stages due to funding limitations?

3. Last question: We will likely have about $1500 in unspent funds budgeted for landscaping in our annual budget. I have proposed that the Board approve that any such unspent funds be transferred to the Landscape Operating Reserve at the end of the year before the books are closed. I think that this should be allowable given the Board has the discretion to make revisions in the annual operating budget. Would appreciate any comments from others on this proposal.

Thanks for any assistance/suggestions - with someone without a "green thumb".

MelissaP1 (Alabama)
Posts: 13,836
Posted:
Need more details of the actual project itself. Landscaping is pretty broad statement. Is it re-planting? Is it new grass? Is it replacing a sprinkler system? A sprinkler system could be a capital improvement while planting flowers not so much.

Our HOA it is written the ONLY thing we are responsible for is landscaping. Which is why ALL the property around everyone's homes is "common property". You only own the house and the lot it sits on. You may have an area of "exclusive use" but everything else is HOA's property. So need to have a better understanding on how that is set up in your HOA. Each HOA is different on what is defined as "common area".

Don't grab an amount out of the sky. You need REAL numbers to make choices. It's good to have a forecast idea of 100K but really that's like the fantasy max amount. Real costs and labor fluctuate.

So make sure to get a map of your entire neighborhood. I got the plat for ours. This allowed me to make notes for every lot in the HOA. That way could identify the individual needs/wants of each lot. This helped with our lawncare bids and maintenance. I knew who had dogs, fences, or special plantings etc...

It's an undertaking and you may have some people who like to be gardeners. Our HOA we had a few people who loved to share plants amongst each other. That may help with some of the expenses. Can make a community garden area for people to share their plants or gardens. You may have some of the things already amongst yourselves.

Former HOA President
JoyceW4 (Virginia)
Posts: 10
Posted:
Hey Melissa,

Thanks for your reply.

As stated previously, we are 44 townhouses with very little common area since we are a waterfront community directly on the Chesapeake Bay - most of the land surface is parking lot. So essentially our landscaping in priority for replacement are: (1) areas in front of 24 bay side townhouses & 4 areas at end of each building,(2) three breezeways (2 with sidewalks) leading down to the water, and (3)along the roadway. The plan is mostly for removal of and replacement of the shrubs - leaving large trees in place.

(1) The areas in front of the 24 townhouses is relatively small: no grass - just shrubs planted in front of the house and along a 15 ft walkway from the front door to a 2 car wide parking area for each house; separated by a 4 ft wide curbed peninsula about 20 ft long with shrubs. So maybe 8 to 10 evergreen type shrubs for each town home. The four areas at the end of each of the building are about 15 ft circumference area with shrubs which also need replacement.

(2) Three bay front breezeway areas: keeping the current ground cover which covers most of area along the two walkways - with the need to plant about 6 new shrubs along each walkway. The additional middle breezeway area has no shrubs currently in front of a fence where about 6 new shrubs,etc could be planted.

(3) Along the road, there is a 10 ft wide mulched strip with 20 ft high cedar trees with oleander shrubs, and a limited amount of ground cover which fronts about 350 ft of sidewalk - backed by a 8ft high wooden fence. No plans to replace the big cedar trees or ground cover. So only replacement of shrubs in this area as well.

Hope this helps.
KellyM3 (North Carolina)
Posts: 2,239
Posted:

Does your COA Reserve Study include landscape replacement........

Our reserve fund includes some aspects of our landscape footprint.

My recommendation for your HOA board since it's weighing a long-term, $100,000+ project.....

1. Find a landscape designer in your community that's agreeable to your board of directors AND PAY THIS PERSON to craft a design for your Landscaping Committee. This designer may or may not have an interest in bidding on the project so you can divulge your budget limits and even PAY THIS PERSON to design a "low," "medium" and "high" price tiered system for your review. By paying for design work, there's no implication that you're "stuck" using the designer for the project as your board would've have paid for independent consultation, thus relieving any implied pressure to start the project. A designer could craft a multi-stage approach. Use your $1,500 for this work.

From that design, including plant choice, you could seek multiple bids on a apples-to-apples basis.

ABOVE ALL, pick a landscape plan and stick w/ it. Micro-managing plant choices along the project path will fundamentally change the project pricing.

FINALLY, expect to pay the landscaper to oversee your new project as it grows and matures. HOA volunteer maintenance can result in widespread plant loss and give the landscaper very good reason to NOT stand behind the project.
JoyceW4 (Virginia)
Posts: 10
Posted:
Hey Kelley,

Thanks for your reply. Our Reserve Study doe NOT include any funds for landscape replacement. It is in the process of being updated and the first draft was received and being reviewed with a working session scheduled. Unfortunately, a relatively new Board member was in charge of the overseeing the Reserve study contractor and even though I had suggested many times in writing that a new reserve needed to be established for landscaping - I was totally ignored. So the draft Reserve Study once again excludes any funds for landscaping as well as other changes to keep the annual contribution to the Replacement Reserve as low as possible.

I totally understand your suggestion for the Association to hire a independent landscaper designer to develop a proposed plan with low, medium, and high budget along with the applicable plants. After a Board decision is made, then the approved plan can be used as the requirement to issue a Request for Proposal to various landscapers - so we are comparing apples to apples. Don't love spending extra funds to do this, but it is the proper business process to follow for the project. Keeping my fellow committee members from nit picking the suggested plants will be the most difficult part - LOL!

The Association hired a Consulting Engineering this year for our roof replacement project - costs about $5500 for a $280K replacement project. His biggest contribution was developing and issuing the technical specifications for the RFP. Since our community is on the bay front, we have very harsh coastal conditions - so requirements such as stainless steel ring shank nails and the FEMA standards were included in the technical specifications. Our Management Company is beyond a joke and would have issued a RFP for "new roofs" - with no other details provided.
SueW6 (Michigan)
Posts: 814
Posted:
Don't feel you must do the entire job in one season. Have the landscape company do a 2 or 3 year plan. Start with the most visible areas first.

Be sure to get guarantees on your landscape plants/trees. Usually it's one year replacement, since they are installing.

The Annuals planting should also be considered. This kind of planting changes, so the committee can choose a new color every year.

Take pictures every step.

LetA (Nevada)
Posts: 2,679
Posted:
Our landscaping reserve is broken up into a few areas, Park, both entrances and exterior two walls. Start there so you are not blowing up your reserves in one swoop.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Joyce

The first thing you wan to do is have several landscaping companies come in, review, and propose. Once you have your arms around the cost, then decide how/what to pay for. Do not put the cart before the horse.
KellyM3 (North Carolina)
Posts: 2,239
Posted:

It's regrettable that a new board member is handling the refreshing of your Reserve Study due to a lack of experience.

A possible $100,000 landscaping job is a huge job for any community so I'd recommend following the same process as you experienced in hiring a Consulting Engineer to craft your roofing RFP (though such scientific expertise isn't needed for a high quality landscape design). A 1% to 1.5% fee to draft a solid game plan will save you time and possibly money.

Don't skimp on the plan. You may get criticized but everyone in your community can get on the same page by looking at the same page.

Good luck!

JoyceW4 (Virginia)
Posts: 10
Posted:
Quote:
Posted By KellyM3 on 10/18/2020 4:21 PM

It's regrettable that a new board member is handling the refreshing of your Reserve Study due to a lack of experience.


Regrettable in deed since the Study can easily be manipulated to push one's philosophy for full funding of capital replacement projects or not at all. Our roofing project was $110K over the Reserve Study estimate of $170K - which this same individual was overseeing with a Roofing Committee. I have no problem with the over budget costs as all items were necessary for our coastal community. But the updated Reserve Study draft included only a $240K cost instead of actual $280K cost for the roofing project - really, he couldn't even provide them the correct figure. Also, our wooden fences are falling down after 25 years and were due for replacement this per the Reserve Study. Well, the updated draft has changed that to replacement of 25% of the fences every 4 years starting in 2021 - who came up with that crazy idea? Also, the $70K parking lot repavement project was pushed back for 5 years until 2025 ( which is fine).

As such, per the Reserve Study draft, the deficit in the year end Replacement Reserve Balance is estimated to be only $26K - a bit surprising when the roof was $110K over budget. Well, at least when the $40K correction is made to the roofing project, the deficit will be increased to $66K. Just shows how the Study can be manipulated to push this homeowner's agenda to keep the monthly condo fee as low as possible with a minimum annual contribution to the Replacement Reserve.

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