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Residents Voice Meeting 5/3/7

Residents Voice Meeting 5/3/7. C Grundke. Tannins Wine Bar & Restaurant. Background. Questions were brought up by Residents Voice concerning the $1,036.37 Credit Card Charges that were paid to Tannins by Mr. Johns.

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Residents Voice Meeting 5/3/7

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  1. Residents Voice Meeting5/3/7 C Grundke Residents Voice Meeting of 5/3/7

  2. Tannins Wine Bar &Restaurant Residents Voice Meeting of 5/3/7

  3. Background • Questions were brought up by Residents Voice concerning the $1,036.37 Credit Card Charges that were paid to Tannins by Mr. Johns. • At the May 1, GRF Board Meeting Mr. Johns explained that, “These charges were for catered meals for the Boards at their monthly Board Meetings.” Residents Voice Meeting of 5/3/7

  4. Analysis Background • Tannins is located in San Juan Capistrano, which is 30 miles round trip from the Laguna Woods Admin Bldg. • Luncheons normally are planned for 11 Board Members and 3-5 Staff people. • Board Meetings are held on the 1st, 2nd & 3rd Tuesday of each month. Residents Voice Meeting of 5/3/7

  5. Tannins Wine Bar & RestCredit Card Charges • 09/12/06 Tannins Wine Bar & Rest $154.36 • 09/19/06 Tannins Wine Bar & Rest $151.50 • 10/03/06 Tannins Wine Bar & Rest $188.83 • 10/04/06 Tannins Wine Bar & Rest $157.21 • 09/28/06 Tannins Wine Bar & Rest $198.53 • 10/17/06 Tannins Wine Bar & Rest $185.94 $1,036.37 $ 355.74 Residents Voice Meeting of 5/3/7

  6. Conclusion • YES! Mr. Johns could have paid for catered lunches for the Boards. • YES! Mr. Johns could have paid for other catered luncheons that did NOT include the Boards. • No one said that, “Mr. Johns ONLY used his GRF Credit Card for his personal use.” Residents Voice Meeting of 5/3/7

  7. Sat theS&S Residents Voice Meeting of 5/3/7

  8. “Splashes”at theSurf &Sand Residents Voice Meeting of 5/3/7

  9. Residents Voice Meeting of 5/3/7

  10. “Ocean View” From every table “Outstanding Food” Residents Voice Meeting of 5/3/7

  11. “Splashes” on their Website • Prompt Seating: Yes • Good for kids: No • Make Reservations: Yes • Good for Groups: No • Romantic: Yes • Expensive: Yes • Ambience: $ Y $ E $ S $ Residents Voice Meeting of 5/3/7

  12. Charges at “Splashes” byGM, Milt Johns • 03/24/05 Thursday $40.10 • 03/24/05 Thursday $326.86 • 08/17/05 Wednesday $371.08 • 10/22/05 Saturday $179.32 • _______ • Total $917.36 Residents Voice Meeting of 5/3/7

  13. Some Observations • None of the days fell on a Board Meeting Tuesday. • Splashes does not cater meals, except as Room Service. • Surf & Sand has 14 Meeting Rooms the smallest of which have a 30 person capacity for Banquets. Residents Voice Meeting of 5/3/7

  14. How Did The Owners Benefit From These Expenses? You’ll have to be the judge of that? Residents Voice Meeting of 5/3/7

  15. “CACM” Residents Voice Meeting of 5/3/7

  16. CaliforniaAssociationofCommunityManagers Residents Voice Meeting of 5/3/7

  17. Who does CACM Represent? CACM provides its members with the information and expertise necessary to make decisions in today's changing business climate. The organization is committed to helping community association managers meet the challenges of the industry and aid them in maintaining an awareness of each development impacting the industry. Residents Voice Meeting of 5/3/7

  18. Who is ourCommunity Association Manager? • PCM • PCM has been managing on-site and master-planned communities for over 30 years and has developed strong management systems tailored to this service. Residents Voice Meeting of 5/3/7

  19. What does CACM do? CACM plays an active role in Sacramento where new legislation and regulations are changing the way communityassociation managers do business. Members are kept informed and up-to-date on legislative activity as it occurs. Residents Voice Meeting of 5/3/7

  20. Managing Agent Directs Lobbyists PCM is the Beneficiary Agent Hires Sacramento Lobbyists Managing Agent Defines need Residents Pay for Membership Residents Voice Meeting of 5/3/7

  21. Conclusion! • WE (The Resident Owners) Pay for the Lobbyists. • The Lobbyists are Directed by PCM. • The Residents have no direct input, except through the Boards. • Sacramento passes bills that are in the best interest of the MANAGING AGENT. • The RESIDENTS just pay the bills. Residents Voice Meeting of 5/3/7

  22. Who Runs Laguna Woods Village? Residents Voice Meeting of 5/3/7

  23. M Johns, says “I don’t do anything except what the Boards tell me to do.” Residents Voice Meeting of 5/3/7

  24. M Johns, asks “What should I do.” The Boards, say “Please tell us what to tell you to do.” Residents Voice Meeting of 5/3/7

  25. M Johns Whom do you believe? “The Boards have always reviewed the Credit Card Charges at the yearly budget meetings and have authorized the expenses!” Residents Voice Meeting of 5/3/7

  26. Whom should you believe? “A former GRF Board Member from 2003-2005, stated that, “He had NEVER seen the Credit Card Billing Statements or knowingly authorized their usage.” The Boards Residents Voice Meeting of 5/3/7

  27. “In addition to the GRF Director, former United & Third Directors: Ray Barrett, Art Welch, Presidents,Connie Grundke, Treasurer, and Charlene Sydow, Kay Margason, Larry Dersh, June Todd, Barbara Parker, Don Kornreich, and Dominic Burrasca, Directors have also never seen or been involved with the charges and knowingly authorized the use of these Credit Cards.” Residents Voice Meeting of 5/3/7

  28. Why is that? Most Board members do NOT have the knowledge or skill to review all of the information that is potentially available during a budget cycle. As a result, they rely entirely on PCM to provide the necessary information to justify their budget. Residents Voice Meeting of 5/3/7

  29. The Consequence!Over the past 35 years! PCM Director Residents Voice Meeting of 5/3/7

  30. How do we solve the problem? Find and Elect new Board Members who will work toward taking back control of our Village! Residents Voice Meeting of 5/3/7

  31. The End Residents Voice Meeting of 5/3/7

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