2027 Proposed Budget?

 What is the status of the 2027 Proposed Budget?

I've heard a rumor (yes, even all the way to Idaho) that the Town & Country Property Manager, Julie Brickley, not the Board Treasurer Tanisha Holmes, will present the proposed 2027 Budget to the Board. Holmes recently replaced the HOA's more-experienced Treasurer Linda Potter.

Why will Brickley present the proposed Budget?

The Governing Documents (PRM) state that the Budget sub-committee is to present the proposed Budget to the Board. Is there even a functioning Budget sub-committee?

The role of the Property Manager is to provide all the data to the Budget Sub-Committee. That sub-committee then should prepare the Budget and present it to the Finance Committee for approval. Then the sub-committee presents it to the Board.

In spite of the written and clear guidance in the PRM, the HOA hasn't done it that way.

Homeowners and committee and Board members should be very interested in whether cuts are plans for landscaping at entrances. Appearance has been one of the "selling points" of The Summit.

Budget preparation guidance dictates that, first, the Expenses are calculated for the next year. Then Income is calculated. If there is not enough Income, then the Budget Sub-Committee should make a recommendation where the HOA will get more money, such as an increase in Annual Assessment or a Special Assessment.

The Board hasn't done it that way. Instead, it chopped expenses, "kicking the can down the road" to the next Board.

There was a too-small, insignificant increase of $50.00 per property in January 2026.

Shifting to bi-monthly Board Meetings was a huge mistake, but it provided a shelter for the Board. Voting Members and homeowners should demand a return to monthly Board Meetings and transparency in meetings.

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