Greetings to you all. Here is my Chairmans report. Please look it over
and if there is anything you wish to add or correct, please do so.
Otherwise, Ula can send it on. Thanks to you all. Dave On Mon, May 6,
2024 at 9:10 PM Ula Gillion wrote: > Dear Dave, > > Herewith my
attempt to summarise our points as requested: > > 1. The incredible
hard work and commitment to restore the HOA to a > healthy financial
state are evident considering the remarkable improvement > in cash
balances at R93 139 at year end which allows for savings for >
purposes of maintenance and improvements; the debt reduction at CoCt
from > R210, 200 to R105,580 at FYE; council write-offs had been
finalised; and > although there is still room for improvement, levy
and utility collections > have grown to 63% compliance in comparison
to the 25% when the new > administration took over about 18 months
ago; the HOA is now solvent and > liquid with all important financial
indicators now positive; and the good > news that the current
budget/levies for year ending 28 Feb 2025 are to > remain unchanged. >
2. All insurance covers are in place. > 3. Refuse removal has been
moved to the accounts of individual owners. > 4. The intercom system
is installed > 5. CSOS registration had been finalised on 6 March 2024
> 6. Steps had been put in place for the committee to receive the >
council accounts and approved by CoCT > 7. Tax is still pending and
ongoing. > > These are just the bullet point summaries and I have
pooled all Peet's > work under one point as it is all financial
matters while mine was a little > all over the place. I trust you all
will give the necessary input / > corrections as needed. I feel we can
discuss the road under agenda points > (number 10 on list I've sent to
you and it is superfluous to add it to the > report, but you may
correct that, Dave and I'll update the agenda. > > Kind regards, >
*Ula Gillion * > *Registered Physiotherapist* > > > *Helderberg
Physiotherapy* > 14 Caledon Street, 5 Elwill Building, Somerset West,
7130 > P.O. Box 3445, Somerset West, 7129 > *Tel: *021 851 2888 |
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communication from your > records. Thank you. > > > > > > On Mon, 6
May 2024 at 14:38, David Rousseau > wrote: > >> Hi Peet and Ula >> >>
Thank you for your inputs. >> >> I apologise for the delay in getting
this to you as I have had visitors >> from the USA and been quite
busy. >> >> Ula, please will you merge what you and Peet have stated.
It can start >> with the following: >> >> Chairman Report >> The
Chairman briefly highlights the following matters for consideration >>
and discussion at the AGM. >> 1. etc >> >> I suppose somewhere we
should also add the matter of the driveway if we >> have quotes. >> >>
Peet, are you able to walk through a summary of the Financials. >> >>
Water meters still a pending matter and we agreed to this last year.
Any >> suggestions on what shoukd be said here as a way forward? >> >>
I am waiting on Mike Rose for the Constitution. I hope to have
something >> soon for people's consideration. We will have a future
meeting to finalize. >> >> Thanks >> Dave >> >> On Mon, Apr 29, 2024,
10:35 Peet van Rensburg wrote: >> >>> Hi Dave >>> >>> Herewith some
notes / info you may include in your Chairmans Report. >>> >>>
Finances: >>> >>> - much improved with cash balances at R93,139 as at
year end >>> allowing for savings to be made for planned maintenance
and improvements. >>> - debt reduction (in specific CoCT arrears) from
R210,200 to >>> R105,580 as at 29 Feb 2024 >>> - Levy and utility
collections still room for improvement. With 63% >>> compliance vs 25%
when new administration took over some 18 month ago >>> - HOA is now
solvent and liquid and all-important financial >>> indicators are now
positive. >>> - Current budget/levies for year ending 28 Feb 2025 to
remain >>> unchanged until 2025 AGM. >>> >>> Admin (Ula may expand in
more detail) >>> >>> - CSOS registration finalized on xxxxx >>> - CoCT
online registration in final stage of resolution >>> - Insurance
covers in place >>> - Tax registration still pending and ongoing. >>>
- ....... >>> >>> Regards >>> PEET JANSEN VAN RENSBURG CA(SA) CFP >>>
Mypiggy Financial Planning CC >>> Cel 27 83 417 0457 >>> Email
peet@mypiggy.co.za >>> Address No. 802 Welgelegen, 47 Beach Road,
Strand, 7139 >>> >>> *The contents of this e-mail and any files or
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on your >>> system* >>> >>> ----- Original message ----- >>> From:
dcsmrousseau@gmail.com >>> To: ulainsights@gmail.com,
dave@dermafix.co.za, peet@mypiggy.co.za, >>> dcsmrousseau@gmail.com
>>> Sent: Mon, 29 Apr 2024 06:50:40 +0000 >>> Subject: New
Constitution >>> >>