You have entered the Lake Monticello Owners' Association Library. Here you will find access to most of the pertinent association documents in their up-to-date forms. Please feel free to browse and print these at your leisure. This library is open 24 hours a day and 7 days a week, so no need to feel rushed. Click on the titles below to view the documents.
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Schedules of Dues, Fees, etc. LMOA Strategic Planning Documents
2011 Dues, Assessments and Amenity Fees LMOA Strategic Plan (Approved by BOD May 27, 2010)
2011 Dues Payment Plans and Applicable Service Charges  
2011 Golf Fee Schedule Communications
  LM News
2011 Where Does Your Money Go?         Winter/Spring 2011             
2011 How Can You Help Save LMOA Money?         Spring/Summer 2011      
          Summer/Fall 2011
          Fall/Winter 2011
 

Extra! Extra! 

Financial Information

        2012 Budget

   

      2012 Budget

I.   Consolidated Budget Overview

      Dues/Fees and Other Income

      Administration

      Maintenance

      Common Property Cost Center

      Marina

      Pool

      Tennis

      Golf Operations

      Security/Police/ECC/Compliance

      Overview of 2012 Consolidated Budget

      Major Repairs and Replacement Reserves Highlights

1

2

3

4

5

6

8

9

10

11

12

13

II. Schedule of Dues, Assessments and Amenity Fees

1

III. Operating Budget

      Dues

      Other Income

      Administration

      Maintenance

      Common Property Cost Center

      Marina

      Pool

      Tennis

      Golf

      Security

1

2

3

5

8

12

14

16

17

22

IV. Reserves

       Lake and Related Operations Budget

       2012 Schedule M R and R Reserves

       Reserves Projected Year End Balances

       2011 Budget M R and R Expenditures

       2012 Budget M R and R Expenditures

       2011 Budget Road Expenditures

       2012 Budget Road Expenditures

1

2

3

9

10

11

12

V. Five Year Plan

1

VI. New Initiatives

1

VII. Appendix

       Pay Scales

       Administration

       General Maintenance Payroll Details

       Recreation Payroll Details

       Security Payroll Details

       Reserve and Special Funds

       Budget Guidelines

       Organization Chart

       Employee Benefits Program

       Schedule of Projected Reserve Expenditures

1

2

3

4

5

6

20

25

29

30

Lake Health Education

Flyer 1: You and Your Lake

Flyer 2: Catch and Release Care

Flyer 3: Lawn Care and Your Lake

Flyer 4: Don't Strangle Our Lake

Flyer 5: Don't Muddy the Waters

Flyer 6: Help, We’re Being Invaded!

Flyer 7: Beware of Aquatic Hitchhikers!

Stream Restoration Guide

Trees – Our Lake’s Natural Defenders

July 2011 Water and Land Tour of Lake Monticello Coves

Lake Water

Lake Water Quality Statement (LPC July 2010)

Algae Blooms (LPC August 2011)

Naegleria Fowleri Amoeba (LPC August 2011)

Naegleria Fowleri Amoeba

     (Response from VA Dept. of Health September 2011)

Update on the Health of Lake Monticello

     From the Lake Preservation Committee 9/14/2011

Guides

Animal Control Barrier Guide

Composting

     Compost Systems

     Compost Sources

     Compost Questions and Concerns

     Composting with Worms

     Composting in Cold Weather  

   

    2011 Budget

Golf Information
        Overview   2011 Golf Tournament Schedule
        Fee Schedule 2008 USGA Golf Course Report
        Operating Budget 2008 USGA Letter to Golf Superintendent
        Anticipated 2011 Reserve Projects  
        New Initiatives Tips
        Five Year Plan Tips on Trash and Recycling
   
    2010 Budget

Other Information

        Overview

Birds of Lake Monticello

        Fee Schedule

Deer Resistant Native Riparian Plants

        Operating Budget

Critters of Lake Monticello

        Major Repair and Replacement Reserves

        Introduction and Chapter 1 Animals

        New Initiatives

        Chapter 2 Insects and Spiders

        Funding Sources

        Chapter 3 Amphibians and Reptiles

   
    2009 Budget  

        Overview

 

        Fee Schedule

 

        Operating Budget

 

        Major Repair and Replacement Reserves

 

        New Initiatives

 

        Funding Sources

 
   
    2008 Budget  

        Overview

 

        Where does the money go

 
   
Audit Reports  
        2010 Audit Report  

        2009 Audit Report

 

        2008 Audit Report

 

        2007 Audit Report

 

        2006 Audit Report

 
   
Reserve Study Reports  

    Reserve Study Report - 2009 (Password 92417)

 

        Major Repairs and Replacements Reserve

 

            Expenditures 2010-2029

 

        Major Repairs and Replacements Reserve

 

            Funding Plan 2010-2039

 
        Road Reserve Funding Plan 2010-2039  
        Lake Reserve Expenditures 2010-2029  
        Lake Reserve Funding Plan 2010-2039  
        Combined Reserve Funding Plan 2010-2039  
        Road Reserve Expenditures 2010-2029  
   
    Reserve Study Report - 2005 (Password 92417)  

        Reserve Study Data Sheets       

 
   
   
 
2011/2012 Board
Schedule of Steering Committee, Board Executive and Open Session Dates
Board Goals
Board Liaisons to Committees
 
Board Packets
 
Board Meeting December 15, 2011 Agenda and Board Packet
Special Board Meeting December 8, 2011 Agenda and Board Packet
Board Meeting November 17, 2011 Agenda and Board Packet
Board Meeting October 27, 2011 Agenda and Board Packet
Board Meeting September 22, 2011 Agenda and Board Packet
Board Meeting August 25, 2011 Agenda and Board Packet
Board Meeting July 28, 2011 Agenda and Board Packet
 
39th Annual Meetings of LMOA Members June 25, 2011
  Candidates: Clifford H. Altschull Joy Webster Bauserman Leighton H. Cumming
    Burton W. Marks Valerie Palamountain Ida B. Swenson
 
Board Meeting June 23, 2011 Agenda and Board Packet
Board Meeting May 26, 2011 Agenda and Board Packet
Board Meeting April 28, 2011 Agenda and Board Packet
Special Board Meeting April 7, 2011 Certification of Board Candidates
Board Meeting March 24, 2011 Agenda and Board Packet
Special Board Meeting March 7, 2011 Marina Docks
Board Meeting February 24, 2011 Agenda and Board Packet
Board Meeting January 27, 2011 Agenda and Board Packet
Special Board Meeting January 20, 2011 Preparation for April 2, 2011 Special Meeting of Members Agenda and Packet
Board Meeting December 16 22, 2010 Agenda and Board Packet
Special Board Meeting December 9, 2010 Adopt 2011 Budget Agenda and Packet
Board Meeting November 18, 2010 Agenda and Board Packet
Board Meeting October 28, 2010 Agenda and Board Packet
Board Meeting September 23, 2010 Agenda and Board Packet
Board Meeting August 26, 2010 Agenda and Board Packet
Board Meeting July 22, 2010 Agenda and Board Packet
 
38th Annual Meetings of LMOA Members June 26, 2010
  2010 Annual Meeting Notice      
  2010 Annual Minutes DRAFT      
Proposals: Board Proposal  
Candidates: Gary Dillon Gerald Guske Britt Johnson Susan Wolff
 
Board Meeting June 24, 2010 Agenda and Board Packet
Board Meeting May 27, 2010 Agenda and Board Packet
Board Meeting April 22, 2010 Agenda and Board Packet
Special Board Meeting Annual Meeting Certification April 1, 2010 Agenda and Board Packet
Board Meeting March 25, 2010 Agenda and Board Packet
Board Meeting February 25, 2010 Agenda and Board Packet
Board Meeting January 28, 2010 Agenda and Broard Packet
Board Meeting December 17, 2009 Agenda and Broard Packet
Board Meeting November 19, 2009 Agenda and Board Packet
Board Meeting October 22, 2009 Agenda and Board Packet
Board Meeting September 24, 2009 Agenda and Board Packet
Board Meeting August 27, 2009 Agenda and Board Packet
Board Meeting July 23, 2009  Agenda and Board Packet
 
37th Annual Meetings of LMOA Members June 27, 2009
  2009 Annual Meeting Notice      
  2009 Annual Meeting Minutes      
Proposals: Board Proposal Member Proposal  
Candidates: Jeff Braun Benita Ellen Don Fickes Adrian Miller Wayne Murphy
 
Board Meeting June 25, 2009 Agenda and Board Packet
Board Meeting May 28, 2009 Agenda and Board Packet
 
Approved Board Meeting Minutes for the Past 12 Months
  Open Session September 22, 2011 Special Open Session April 7, 2011
  Open Session August 25, 2011 Open Session March 24, 2011
  Special Open Session August 17, 2011 Special Open Session March 7, 2011
  Open Session July 28, 2011 Open Session February 24, 2011
  Special Open Session July 18, 2011 Open Session January 27, 2011
  Special Open Session July 10, 2011 Special Open Session January 20, 2011
  Special Open Session June 27, 2011 Open Session December 22, 2010
  Open Session June 23, 2011 Special Open Session December 9, 2010 Amended
  Open Session May 26, 2011 Open Session November 18, 2010
  Open Session April 28, 2011 Open Session October 28, 2010
     
 
Treasurer's Reports for the Past 12 Months
  July 2011 2010 End of Year Unaudited
  May 2011 November 2010
  April 2011 October 2010
  March 2011 September 2010
  February 2011 August 2010
January 2011 July 2010
   
Resolution Proposal
 
 

Forms are now available on LMOAVoice.org
Amenities Applications
ECC Forms
Miscellaneous Forms
     
     
     
     
     
     
     
     
     
     
     

Dredging Reports  
   
 
Most Recent Month
 
LMOA Dredging Program: The First Year (August 2010)
 
   
Community Fishing Pier Report by Community Fishing Pier Working Group (July 2009)  

Appendix Part 1

 

Appendix Part 2

 
   
Statutory Review of LMOA Policies by Ad Hoc Committee on Legislative Review (March 2009)  
          Appendix A Recommended Guidance to Authors  
          Appendix B Chapter 4 Overview  
          Appendix B Chapter 4 Text Changes  
          Appendix C Chapters 1 - 3, 5 - 21  
   
History of Roads and Drainage Repair and Maintenance (April 2011)  
Whitetail Deer Report by the LMOA Wildlife Management Committee (December 2008)  
          Deer Control Strategies Summary (December 2008)           
Deer Incident Report Map (October 2008)  
Deer Survey Report (October 2007)  
LMOA Strategic Plan Working Group Report (September 2007)  
Lake Maintenance Dredging Report (April 2007)  
Communication Survey Report (April 2007)  
Recreation Facility Committee Study Report (June 2006) (2.76MB)  
Lake Water Analysis Report (June 2006)  
Deer Survey Report (December 2005)  
LM Policy/Security Services Study (March 2004)  
LMOA Master Plan (1999)  
LMOA Infrastructure Master Plan Exec Summary (Cox Report - 1996) Full Report available at LMOA Admin. Office  
Lake Management Report (October 2004 WEG/VLM Executive Summary Only)  
Lake Management Report  (October 2004 WEG/VLM Full Report - almost 20MB, may take several minutes to download)  
           Exhibits Referenced in the Lake Management Report:  
           Map Pocket A - Lake Siltation Assessment (4.5MB)  
           Map Pocket B - Cove Transects (1.2MB)  
           Map Pocket C - Stream Assessment Map (9.5MB)  
           Map Pocket D - Hydrilla Survey (7.6MB)  
           Map Pocket E - Potential BMP & Stream Restoration Locations (6.1MB)  
           Additional Map - Dredge Volume (5.3MB)  
Lake Health Implementation Plan  
           2005 Plan Elements  
           15 Year Plan  
           Cost/Benefit Comparison  
Restoration of Watershed Area #1 – Statement of Work (January 2009)  

Lake Monticello Police Department Monthly Reports

  May 2010 October 2010
  June 2010
  July 2010 December 2010
  August 2010 January 2011
  September 2010 February 2011
    March 2011
   

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Code of Virginia Nonstock Corporation Act LMOA Building Setback Requirements
Code of Virginia Property Owners' Association Act LMOA By-Laws
LMOA Articles of Incorporation LMOA Policy Manual
LMOA Statements of Subdivision  

LMOA Covenants, Restrictions and Reservations from

the Statements of Subdivision

 

LMOA operates under the Virginia Non-Stock Corporation Act and the Virginia Property Owners’ Association Act, which are included in the Policy Manual Chapter 1 as Sections 1.01 and 1.02.

The basic precepts on which the Association was established and operates are incorporated in the Covenants, Restrictions and Reservations (Policy Manual Chapter 1, Section 105), which are contained in the Statements of Subdivision. In addition, LMOA is specifically governed by its Articles of Incorporation(Policy Manual Chapter 1, Section 1.04B) and Bylaws (Policy Manual Chapter 2, Section 2.01) and operates on rules and regulations, which also are contained in the LMOA Policy Manual.

LMOA’s governing documents are accessible to the membership in reading copies of the Policy Manual, located in the Administration Office, Resource Room and Terrace Room at the Clubhouse and in the Crofton Room at the Golf Shop.

Some other portions of the Policy Manual of special interest to members are the following:

Policy Manual Chapter 14, Section 14.02, General Rules & Regulations, embodies general rules and regulations adopted by the Board of Directors to preserve the safety and quality of life for all who reside, work, or visit the Lake Monticello community. The rules and regulations range from pet rules to parking regulations to canvassing and soliciting, and more.

Other portions of the Policy Manual of particular interest to members are rules and regulations on use of the golf course (Policy Manual Chapter 10, Section 10.01, Use of Golf Course and Pro Shop, Rules and Regulations) and other amenities (Policy Manual Chapter 6, Section 6.01, Recreation Facilities and Activities); rental of property (Policy Manual Chapter 15, Section 15.01, Rental of Property); dues, fees and assessments (Policy Manual Chapter 18, Section 18.01, Membership Dues, Fees, Assessments and Other Charges, Attachment); and much more. Periodically, notification of amendments to and/or updates of policies and reminders of policies of particular interest to members may be published in Lake Monticello’s communications media -- the Friday Flyer, Lake Monticello News, and broadcast on dedicated cable television channels 10 and 14.

For information on new construction and additions or changes to the exterior of existing homes and much more related to the appearance of residences and lots, refer to this Handbook section “Construction and Changes to Homes” and/or Policy Manual Chapter 13, Environmental Control Rules and Regulations. Rules and regulations on entry into the community, identification of vehicles, and other Police and Security information, are included in this Handbook under “Police, Security and Entry to the Community”and/or Policy Manual Chapter 19, Security.

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Resource Room
The Resource Room is the Association’s library of documents and historical information. To arrange for a time to use the Resource Room, contact the Communications Manager.

 
     
  
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