2013 annual mailing -

WPOA

2013

ANNUAL MEETING

TABLE OF CONTENTS

PAGE #

AGENDA 2

LETTER FROM PRESIDENT 3

TREASURER’S REPORT 4

BUDGET SUMMARY 5

BALANCE SHEET 6

2014 ASSESSMENT (DUE FEB. 1, 2014) 7

WPOA COLLECTION POLICY 8

CANDIDATE BIOGRAPHIES 9 - 14

WINTERGREEN FIRE DEPARTMENT/RESCUE SQUAD 15

GATE ACCESS POLICY/MOTORCYCLE POLICY 16

WINTERGREEN POLICE DEPT. PROGRAM BRIEFS 17

STORM PREPAREDNESS 18

WEBSITE INFORMATION 19

INSERTS:

CANDIDATE BALLOT/PROXY

RETURN ENVELOPE

2

WINTERGREEN PROPERTY OWNERS ASSOCIATION

ANNUAL MEETING OF MEMBERS

November 09, 2013

9:00 a.m. – Ballot Collection – Coffee, Tea & Soft drinks – SKYLINE PAVILION

10:00 a.m. – Meeting – SKYLINE PAVILION

CALL TO ORDER- PAT SIRAGUSA, PRESIDENT

INTRODUCTION OF BOARD MEMBERS- PAT SIRAGUSA

NOMINATING COMMITTEE- JACK DALY

INTRO OF CANDIDATES- COLLECTION OF BALLOTS

TREASURER’S REPORT- JOHN HARRINGTON

EXECUTIVE DIRECTOR’S REPORT- RUSSELL OTIS

FIRE AND RESCUE REPORT- CHIEF CURTIS SHEETS

POLICE REPORT- CHIEF STANLEY OLAH

QUESTION AND ANSWER SESSION

ELECTION RESULTS

ADJOURNMENT/ BRIEF 5 MINUTE INTERMISSION

WINTERGREEN COMMUNITY ORGANIZATIONS ANNUAL MEETING

November 09, 2013

11:30 a.m. - SKYLINE PAVILION

WPI UPDATE- HANK THIESS

ROSEWOOD VILLAGE- SHAREEF TAHBOUB

BEAR SMART COMMUNITY- BOB SCOTT

THE NATURE FOUNDATION AT WINTERGREEN- DOUG COLEMAN

WINTERGREEN PERFORMING ARTS

ADJOURNMENT

3

Dear WPOA Members,

The annual meeting will be held on Saturday, November 9, 2013 at 10 a.m. in the Skyline Pavilion. As always, there is much to

discuss so we hope that you will mark your calendars and plan to attend.

We have three open positions for the WPOA board this year. A Candidates Forum will be held on Saturday, October 26th

at 10 a.m. at

the Trillium House to introduce the candidates and discuss items of interest to the community. Reminders will be sent well in advance

of the date and we hope that you will plan to join us.

This packet includes the biographies from the candidates and their reasons for wanting to serve as board members. We thank them for

their interest and willingness to serve the community. Please read the material carefully and support WPOA by submitting your votes

either prior to the meeting or at the meeting.

The road paving project has finally been completed. Needless to say the inclement weather and the many rain events this spring and

summer caused a great deal of delay. We are very pleased with the work that our contractors have done and anticipate that the project

will come in within budget at nearly one million dollars and paid from the designated reserve fund. The quality of the repaving effort

should serve us very well and we anticipate that we will not need to repave for at least 8 years. Thank you all for your patience while

this effort was in progress.

Two capital construction projects will be underway shortly. The gatehouse building will be significantly expanded to provide much

needed space for the Police Department. The new facility will include additional workspace, interview and training rooms and secure

evidence storage areas. The estimated cost for this project is $400,000. The cost will be incorporated with our current debt which has

been refinanced at a reduced interest rate. This restructured financial package will result in a slight monthly reduction in our payments

for the total outstanding debt.

The second capital project is an expansion of the Fire and Rescue building in the valley. The increased size of the various vehicles has

necessitated that we make building adjustments to accommodate safe storage. Nelson County is providing $70,000 for this project. Any

additional debt service can be serviced from the Emergency Services Reserve Fund.

The board has approved a $59 annual increase in assessments for improved properties for 2014. The increase will allow a modest 2%

merit pool increase in salaries to keep wages of our professional staff in a more competitive position. It will also address the increasing

costs of healthcare benefits, necessary operating materials such as gas and petroleum products and general maintenance costs.

The format of the meeting will be similar to last year. WPOA will present a full report of our activities, discuss budget concerns for

2014, report the election results and answer questions at the conclusion of the presentations. There will be a brief intermission followed

by presentations from the WPI resort management, Rosewood Village, Bear Smart Council, the Nature Foundation at Wintergreen and

the Wintergreen Performing Arts.

This will be my final year on the board after having served for 5 years. It has been a pleasure for me to have served on this board and to

have been associated with all the staff of the WPOA organization. We are most fortunate to have these knowledgeable and experienced

people who are dedicated to serving the Wintergreen community.

We encourage you all to attend the meeting and learn more about the projects planned for 2014. Thank you for your continued support.

Pat Siragusa

WPOA Board President

4

Treasurers Report

To date, the 2013 Budget is on track and we anticipate ending the year in sound financial condition. The major expense

of the year has been the repaving of Wintergreen Drive, Devils Knob Loop, a portion of Blue Ridge Drive and

Blackrock Drive. There have been the usual challenges, but they were overcome within budgeted funds.

Snow Removal costs were normal until March 6, 2013. Wind and heavy wet snow (30” in places) caused the “big

yellow” equipment to run non-stop for several days. This was followed by some heavy spring rains, which kept our

crews busy with culverts and ditch work.

The continuous summer rain has caused the mowing operations to run almost non-stop. The Road Maintenance

Department also had the additional task of the pre-paving workload.

We are in our second year of downsizing our Landscaping operations outside of our own needs. Last year WPI cut

backs decreased our income source considerably. We have since re-evaluated our entire Landscaping operation and

have scaled down to primarily WPOA related functions. We have moved personnel and equipment related expenses

into the Road Maintenance Department.

We will end 2013 using reserves to complete the Asphalt Roads project-- approximately $1 Million. (Final numbers

will be presented at the annual meeting and in the January 2014 WPOA Newsletter) The Snow and Storm Damage

reserve fund is currently $154K and the Capital Equipment reserve is currently $107K after the purchase of a new

mowing tractor.

Looking ahead, the Board of Directors has approved the 2014 Budget. This budget summary reflects a balanced budget

based on an increase of $59.00 in the Improved Property Annual Assessment rate. Other rates increase accordingly.

The 2014 Budget provides for the following changes.

1) $46K Increase in Wages.

2)

3) $10K Increase in Reserve fund for future Wintergreen Drive and asphalt roads.

4) $82K Increase in Road Maintenance and gas related costs

5) $155K Inclusion of WPOA Landscaping Department wages and operations into Road Maintenance

Department (Outside Private and WPI Contract work removed).

6) $60K Decrease in Facilities Repair and Public Areas. Expenses related to WPOA facilities and public area

landscaping moved to Road Maintenance Department from the Landscaping Department. The normal

scheduled maintenance and repair items under the Long Range Plan are fully funded in this budget and

fluctuate from year to year on our eight facilities.

7) $4K Increase in Gatehouse for utilities and service contracts.

8) Debt Service on the Gate/Police building addition is a net zero increase, due to re-financing of all WPOA

debt to a lower interest rate. Station II addition is financed by a zero percent loan from Nelson County to Fire

and Rescue

We anticipated spending a portion of the $30K budgeted for Gypsy Moth spraying in 2013, but due to the extremely

wet spring, spraying was deemed not necessary. We will not have next year’s decision for spraying until Spring 2014.

The next repaving of Wintergreen Drive and asphalt roads is now projected for 2020 and will require additional

funding to the reserve account to meet anticipated inflationary costs of well over $1.5 Million. Accordingly, the 2014

budget includes an addition of $180K to the reserve account for road repaving.

Please direct specific questions to Theresa Harris, Deputy Director of Finance & HR at

(434) 325-8530.

Thank you,

John Harrington, WPOA Treasurer

5

Wintergreen Property Owners Association, Inc.

Operating Budget Summary 2011-2014

INCOME 2011 Audit* 2012 Actuals 2013 Budget 2014 Proposed

Assessments Booked 4,863,703 5,065,667 5,213,913 5,436,055

WPI Inc. to Amenity Fee Structure 272,833 258,786 250,000 250,000

OTHER 122,802 128,198 96,425 108,737

Landscaping Department 533,872 304,521 418,094 79,235

CEVA Tower one time 2011 72,000 TOTAL INCOME 5,865,210 5,757,172 5,978,432 5,874,027

OUTLAYS

Police Includes Capital 1,040,646 1,060,857 1,098,251 1,105,653

Fixed & DEBT Services- Facilities Repair/Replace 418,307 481,212 384,208 335,908

General & Administrative/Custodial 491,945 500,918 583,072 600,984

Architectural Review Board 56,324 55,558 58,384 58,415

ROADS includes Capital Equip. & Asphalt Profiling 1,616,382 1,544,694 1,728,306 1,968,255

Public Areas and Pools 147,760 135,648 149,725 137,724

Landscaping Department 528,147 364,006 418,094 79,235

Safety Buildings Station I & Station II 40,211 42,480 52,437 52,437

Fire Dept. Operations Contribution 40,000 40,000 40,000 40,000

Fire & Rescue Personnel 1,006,322 1,053,007 1,115,868 1,134,392

Rescue Dept. Operations Contribution 40,000 40,000 40,000 40,000

TOTAL OUTLAYS 5,426,044 5,318,380 5,668,345 5,553,003

CONTINGENCY

Capital Equipment 70,000 40,000 40,000 40,000

General or Gypsy Moth 5,243 5,000 30,000 30,000

Management & Emergency 20,000 17,859 20,000 20,000 Snow & Storm 50,000 50,000 50,000 50,000

Capital ES Reserve Reim from Nelson Co. (F&R) 25,000

RESERVES

Wintergreen Drive and Asphalt Roads 150,000 160,000 170,000 180,000

TOTAL CONTINGENCY & RESERVES 295,243 297,859 310,000 320,000

NET FOR YEAR 143,923 140,933 87 1,024

2014 ASSESSMENT INCREASE OF $59 BASED ON IMPROVED RATE. *Complete Audited Financials Available at the Community Offices Building and online www.wtgpoa.org

6

WPOA SUMMARY

BALANCE SHEET *

ASSETS 2009 2010 2011 2012

CURRENT ASSETS Cash & Temporary Cash 1,451,280 1,714,927 2,360,651 2,627,170 Investments & Certificate Of Deposit Accounts Receivable 195,688 269,093 191,480 205,438 Prepaid Expenses 9,505 9,427 9,254 6,650 Deferred income tax benefit 8,961 0 3,503 37,740 Income tax refund receivable 26,264 9,196 1,756 34,244

TOTAL CURRENT ASSETS 1,691,698 2,002,643 2,566,644 2,911,242

LAND, BUILDINGS & EQUIPMENT Land & Improvements 3,763,524 3,763,524 3,763,524 3,812,946 Buildings & Improvements 2,401,055 2,443,447 2,508,655 2,529,357 Vehicles & Equipment 2,099,100 2,204,451 2,535,235 2,590,943 Furniture & Fixtures 49,335 49,335 49,335 44,903 (Accumulated Depreciation) (3,932,317) (4,304,184) (4,563,282) (4,869,648)

NET 4,380,697 4,156,573 4,293,467 4,108,501

OTHER ASSETS

Accounts Receivable (Assessments) 31,232 52,302 61,038 57,606 Unamortized Loan Costs 4,225 3,231 10,416 6,695

TOTAL OTHER ASSETS 35,457 55,533 71,454 64,301

TOTAL ASSETS 6,107,852 6,214,749 6,931,565 7,084,044 _________ _________ _________ _________

LIABILITIES AND NET ASSETS CURRENT LIABILITIES Notes Payable within one year 100,354 105,662 146,351 143,623 Accounts Payable 80,016 191,734 136,308 23,977 Accrued Expenses 25,176 31,499 37,003 37,208 Assessments Received In Advance 1,125,683 1,110,944 1,325,915 1,387,742 Income tax payable 0 14,787 23,663 0 Deferred income tax provision 0 3,896 46,586 0 Deferred property lease income 22,000 22,000 22,000 22,000

TOTAL CURRENT LIABILITIES 1,353,229 1,480,522 1,737,826 1,614,550

LONG TERM LIABILITIES

Notes Payable after one year 1,376,021 1,268,449 1,449,358 1,307,810 Deferred Income Taxes Deferred property lease income 119,167 97,167 75,167 53,167

TOTAL LONG TERM LIABILITIES 1,495,188 1,365,616 1,524,525 1,360,977 TOTAL LIABILITIES 2,848,417 2,846,138 3,262,351 2,975,527

FUND BALANCE 3,259,435 3,368,611 3,669,214 4,108,517

TOTAL LIABILITIES & NET ASSETS 6,107,852 6,214,749 6,931,565 7,084,044 _________ _________ _________ _________

*BASED ON YEARLY AUDITED FINANCIAL REPORTS (AS OF DECEMBER 31 EACH YEAR)

7

WINTERGREEN PROPERTY OWNERS ASSOCIATION

ARTICLE V – ANNUAL ASSESSMENTS

(DUE: FEB. 1, 2014 – LATE PAYMENT PENALTY – 15%)

2014 ANNUAL

ASSESSMENT

IMPROVED PROPERTY $1538.00

W/ 3RD

OWNER $2307.00

UNIMPROVED PROPERTY $1020.00

W/ 3RD

OWNER $1530.00

COMMERICAL PROPERTY $1020.00

PER COVENANTS

THIS IS AN INCREASE FOR 2014 OF:

$39/ UNIMPROVED (1-2 OWNERS)

$59/ IMPROVED (1-2 OWNERS)

$58/ UNIMPROVED (3RD

OWNER)

$89/ IMPROVED (3RD

OWNER)

The Wintergreen Property Owners Association has enclosed the budget for 2014 to give you

ample time to review and direct questions to us for answers during the annual meeting to be held

on November 9, 2013 in the Skyline Pavilion at 10:00 a.m. Please note that annual assessments

will be mailed on December 1, 2013. If you have not received yours by December 10, 2013

please contact Ceason Morris, AR at 434-325-8524.

Questions regarding the budget may be submitted in writing to: Wintergreen Property Owners

Association Budget, 88 Wintergreen Drive, Wintergreen Resort, VA 22967, before October 16,

2013 to allow time to prepare responses accordingly.

VISIT THE WPOA WEBSITE

AT

WWW.WTGPOA.ORG

http://www.wtgpoa.org/

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Wintergreen Property Owners Association, Inc.

Collection Policy

Concerning Assessments on Lots, Dwelling Units,

Public and Commercial Units

Pursuant to Article V of the Amended and re-stated Declaration of Covenants and Restrictions

(amended covenants 2/16/2000) of the Wintergreen Property Owners Association, Inc.

1. Notices of annual assessments are to be mailed to property owners of record no later than

December 1.

2. Annual assessments are due and payable by February 1 of the calendar year for which they are

billed. A late payment penalty of fifteen percent (15%) will be added if the assessment is not paid

on or before the past-due date specified in Section 3. Additionally, costs of collection as provided

for in Article V- Covenants for Assessments will be charged.

The Annual and Special Assessments, together with such interest, at the judgment rate used by the

Circuit Courts of Augusta and Nelson Counties; a late payment penalty of 15% and costs of

collections therefore as hereinafter provided, shall be a charge and continuing lien on the real

property and Section 1. Creation of the Lien and Personal Obligations of Assessments, Section 9.

Effect of Non-Payment of Assessment: The Personal Obligation of the Owner; the Lien; Remedies

of Association.

3. March 1 of each year, second notices with interest thereon are processed and mailed to owners

with delinquent accounts.

4. A third notice is mailed to then-delinquent property owners on April 1 with interest thereon.

Unpaid accounts are forwarded to the attorney of record for collection at a fee negotiated by

Wintergreen Property Owners Association and the attorney, pursuant to Article V, Section 1, 9 &

10 of the Covenants. This fee is applied to the owner’s account and is collected by the WPOA

attorney, as part of the costs of Court. The attorney of record shall send a letter demanding payment

within 30 days prior to instituting suit against a property owner for the delinquent account. Suits for

delinquent annual assessments would be instituted in the General District Court of Nelson County

or Augusta County, and, after ten days have elapsed from judgment without appeal, Abstracts of

Judgment would be docketed as a lien against the property, in Nelson and/or Augusta Counties,

Virginia, and, additionally, would be docketed in the landowner’s home jurisdiction, if within

Virginia. Interest will continue to accrue at the Virginia judgment rate until paid and satisfied,

through the offices of the WPOA attorney. Upon payment, the attorney would make release of the

paid judgment lien among the land records of the aforesaid county (ies).

Adopted by the Wintergreen Property Owners Association, Inc., Board of Directors this the 14th

day of August 2009, based on the revised WPOA Covenants, February 13, 2009.

______________________________

President (Seal)

Attest:

________________

Secretary/Treasurer Signatures on file in the WPOA Business Office

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2013 NOMINEE

Dennis Casey

(18 Ravens Roost Point)

RR. 1 Box 526

Roseland, VA 22967

(H) 434-325-7294

Email: [email protected]

Occupation: Retired

Involvement in Wintergreen Affairs:

Vice President & Membership Chair- Mountain Homesteaders

Board Member, Wintergreen Fire Department

Volunteer, Wintergreen Rescue Squad

Why I wish to become a WPOA Director and what I feel I can contribute to the organization’s

operation.

I am honored to run as a candidate for the WPOA Board of Directors. My wife, Christine, and I have

loved Wintergreen since the first moment we visited. In 1990, following our dreams, we purchased an

undeveloped lot. In 2002, we built our home, became part-time residents and, in 2009, our retirement plan

became a great reality when we moved here full-time. My experience, as someone who progressively

made Wintergreen his home, gives me a broad perspective which will be invaluable to Wintergreen.

As soon as we moved here permanently, I became an active member of the community: I am currently a

volunteer with the Wintergreen Rescue Squad; Vice-President and Member Chair of the Mountain

Homesteaders; and serve on the board of the Wintergreen Fire Department. My service with these

organizations opened my eyes to Wintergreen’s inner workings and further illuminated its strengths and

challenges. As Membership Chair of the Mountain Homesteaders, I’ve made it a point to listen and to

keep members informed of community events that might impact them, such as road construction, water

and sewage outages, and travel obstructions. In fact, my past career experience in Technology, Logistics,

Inventory, Distribution, Quality, and Project Management has taught me that, above all else, timely

communication is imperative for good leadership.

If elected to the WPOA Board, I will continue to work hard for the community’s benefit and to

communicate with its members.

10

2013 NOMINEE

John Coy

(59 Ash Lane)

RR. 1 Box 601

Roseland, Va. 22967

(H) 434-325-9144

(O) 434-325-9287


Occupation: Consultant


President- High Ridge Court Association

Vice President- The Nature Foundation

WPI Appointed Member to WPOA

WPI Board Member, Board Chair & Chair of Restructuring Committee


operation.

The last few years certainly have been transformational for the Wintergreen community. With the Resort

now being privately owned, no longer is there an overlap of 1800 WPI members who also are WPOA

members. Without property owners having a place at the table with the Resort operations, I believe it falls

on WPOA, as the primary owner representative, to insure that the entire community remains a valued place

to live, own property and to invest. There also are a number of organizations that make Wintergreen a

vital and energetic community that are affected by the Resort’s change in ownership – The Nature

Foundation, Performing Arts, Adaptive Sports and to a lesser degree both the Wintergreen Valley and

Mountain Homesteaders Associations. All of these groups have a vested interest in the future of our

community.

The future WPOA board will need to help sort out what role it will play within a new environment to make

sure that the property owners are provided the best service possible by all whose investments and services

add value to Wintergreen as a whole and to our property specifically. Having served on the WPI board for

six years and four years as the appointed representative to WPOA’s board, I understand the operations of

both organizations and how their cooperative relationship serves the community’s best interests. As the

permanent home for Cindy and me, we both have demonstrated our commitment to Wintergreen and the

quality of life it provides. We are especially appreciative of so many owners, organizations, and staff who

make this an ideal place to live, work and visit. If elected, I believe my volunteer involvement across most

community groups and my professional background in strategic planning; program development and

community outreach will make a contribution to the future of WPOA and Wintergreen.

11

2013 NOMINEE

Lawrence Luessen

(116 Fairway Oaks Lane)

RR. 1 Box 503

Roseland, VA. 22967

(H) 434-325-7864


Occupation: Retired

o BA Physics from Gettysburg College, MSEE from Duke University.

o National and international experience in numerous technical and leadership positions as

a Systems Engineer specializing in complex systems. This includes over 33 years as a

civilian with the Department of the Navy and almost 10 years in the private sector

prior to my retirement in May of 2010.


2010-present: Currently serving on the Board of Directors of the Wintergreen Performing Arts;

Chair of the Development Committee.

2010-present: Currently serving on the Board of Directors of the Mountain Homesteaders

Association; Editor of the MHA Newsletter, The LINK.

2012-present: Member of The Nature Foundation at Wintergreen’s Membership Committee.

2006-present: Long-time member and current Chairperson of the WPI Tennis Advisory

Committee

November 2011-July 2012: Board Member, WPI, until its dissolution in July 2012 due to the

Justice organization’s purchase of the Resort.

2011-2012: Member of the WPI Finance, Planning, Food and Beverage, and Member

Relations Committees.

Currently co-leading the formation of the Wintergreen Sporting Club

(www.wtgsportingclub.com)


operation.

Having been associated with Wintergreen Resort since the late 1970s, a full-time resident since 2010, and a member

of the Board of Directors of WPI I fully realize the importance of being part of and “giving back to” the Wintergreen

community. I believe this can only be accomplished by being an active participant and volunteer in the organizations

that make Wintergreen what it is – a vibrant, beautiful, and owner-friendly community. To this end I have tried to be

as active as possible as my list of “involvements” in Wintergreen Affairs indicate. This involvement has given me a

broad understanding of the Wintergreen community and its supporting organizations. An understanding that I

believe can be used to the benefit of WPOA and the property owners it represents, especially as we move forward

under the Resort’s Justice organization ownership.

As a member of the Board of Directors of WPOA I will contribute with the attributes I have used and exhibited

throughout my professional and daily life:

A logical and systematic approach to problems.

The ability to listen, communicate, and work collaboratively with diverse people and organizations.

The ability and willingness to get the job done, whatever the task.

The desire to seek input from not only those who I serve (WPOA property owners) but also the

Resort’s management and staff, as appropriate.

The promise to provide as much transparency in WPOA Board activities and actions as legally

permissible.

http://www.wtgsportingclub.com/

12

2013 NOMINEE

Susan McIver

(103 South Forest Drive)

RR. 1 Box 664

Roseland, Va. 22967

(H) 434-325-2095


Occupation: Retired Economist Supervisor

Currently a private consultant/instructor/meeting planner


Executive Board of the Mountain Homesteaders Association and Social Coordinator

Wintergreen Nature Foundation member

Mountain Women Association


operation.

I am extremely interested in serving on the WPOA Board. As a member of the Board I would like to see

our infrastructure strengthened with continued road and utilities improvements. It is important to me to

give back to my community. My job with the Commonwealth was as Economist Supervisor in charge of

the office that collected, analyzed and interpreted the economic and demographic information for all

areas of Virginia. Part of my job was to develop and monitor work budgets contracts and act as the

Administrative Director for a national training institute. I developed and produced several publications

on career development that were distributed to educational institutions, library systems, social service

departments, etc., in a number of Mid-Atlantic states.

Since retiring, my husband Curtis and I have had a private consulting business; contracting to provide

instruction on labor market economics and demographics, and building codes and acting as

meeting/event planners. I am a longtime member of Ruritan National (a community service

organization). I have been the secretary of the Rockfish Valley Ruritan Club for several years and was

the 2012 District Governor and am the current Leadership Development Coordinator of the Woodrow

Wilson District of Ruritan. Our organization provides services and donations to numerous charities-

Nelson Co. Food Pantry, giving stuffed animals to the Wintergreen and other fire and rescue squads,

working at Relay for Life, the Adventure Camp for challenged youth, scholarships to students in Nelson

County, among others. We also put on annual Easter egg hunts and Christmas tree lighting and carol

singing for the children in the area.

At Wintergreen I am a member of the Mountain Women, the Nature Foundation, Valley Lunch Bunch,

and the Mountain Homesteaders (MHA). I serve on the MHA Executive Board and am the Social

Coordinator for all of their events. My background as an Economist Supervisor with the Commonwealth

of Virginia gives me a strong working knowledge of labor market and demographic data and analysis

for our area and my experience with the Ruritans and Wintergreen associations provides knowledge of

the needs of our community and its people.

13

2013 NOMINEE

Ken Powell

(9 Forest Court)

22343 Monument Avenue

Richmond, Va. 23220

(H) 804-359-0886

(C) 804-938-5810

(O) 804-887-8769


Occupation: Private Banker


WPI Board of Directors 2010-2012

WPOA Board of Directors (Appointed) 2011

The Nature Foundation at Wintergreen- Board of Directors 2011-Present

o My wife and I have had fundraisers at our homes for Wintergreen Performing Arts and the

Nature Foundation at Wintergreen


operation.

The next years are going to be very important to the future of Wintergreen and the property owners at

Wintergreen. We will continue to transition from the partner/owner model to a private owner model. This

transition and the policies and precedents established will determine the relationship between the resort

owner, the property owners and the public consumers for years to come.

I would like to be a Board member of WPOA during this crucial period. I believe my background as an

attorney, an investment banker and a private banker combined with my service on over 30 corporate and

nonprofit boards will allow me to be part of a constructive leadership team for property owners. My

experience includes real estate and infrastructure finance and development.

However, I believe the best credential I process is that my family has been actively engaged in

Wintergreen since 1991 and that I will do everything I can to preserve that special experience for our

future generations.

14

2013 NOMINEE

Greg Robertson

145 Saddleback Knoll

Nellysford, Va. 22958

(H) 434-361-2624

E-Mail: [email protected]

Occupation: Retired Educator


Inter Club Captain-5 years

Currently Chair Resort Tournament Committee

Currently a member of the Golf Committee

Why I wish to become a WPOA Director and what I feel that I can contribute in the organization’s

operation

Sarah and I first came to Wintergreen in the fall of 1986 as the guest of friends. Way back then we knew

Wintergreen was a very special place. So special, that we bought our first piece of property on Crawford’s

Climb in May of 1988. During the next 16 years we owned two different condos on the mountain (Cliffs

and White Oak) and spent almost every long weekend and most July’s here enjoying this beautiful resort.

I retired in 1999 having spent 28 years teaching in the Alexandria City Public School system at T.C.

Williams Senior High School. Twenty four of those years I served as the Department Chairman for the

Marketing Department.

Sarah and I moved permanently to Stoney Creek in September of 2004 and have thoroughly enjoyed

everything Wintergreen offers us.

Since 1988 I have seen a number of changes take place in our resort but more importantly I have seen

positive growth in the resort and especially here in Stoney Creek. During my professional career I served

on a number of state wide committees including serving as the state president (1979-80) of the Virginia

Association of Marketing Educators. Because of my work with these various committees, I understand the

importance of an individual’s role within the framework of a working committee.

I would be honored to serve as a member of the WPOA Board of Directors and will enjoy the opportunity

to participate and become involved in the continuing growth of Wintergreen.

mailto:[email protected]

15

FIRE & RESCUE SERVICES

DIAL 911 FOR ALL EMERGENCIES

WPOA provides two employees in each station 24/7 who are trained to handle either fire or rescue emergencies.

These providers are in place to assist either the Wintergreen Volunteer Fire Department or the Wintergreen

Volunteer Rescue Squad.

Capital items such as ambulances and fire-trucks are not supported by WPOA assessments. Each department

conducts a fund-drive each year to raise funds for these items.

The Wintergreen Volunteer Fire Department is a non-profit organization which was established in the late 1970s

to protect the Mountain Village. Over the years, the department has grown to protect both the mountain and valley

developments. The Fire Department is licensed as an Advanced Life Support agency and frequently assists the

Rescue Squad on medical calls. The Insurance Safety Office (ISO) rating for the Fire Department is 4/9 which

places the department in the 90th percentile when compared to similar size and structure departments in the nation.

The Fire Department is an authorized dealer of Kidde fire products such as extinguishers, escape ladders, and

alarms. The Fire Department officials will gladly assist residents with risk analysis if requested.

To contact the fire department for non-emergency purposes;

Mountain Station 434-325-1051

Valley Station 434-325-8538

Chief 434-325-8536

Assistant Chief 434-325-2200-x-9270

Mail tax-deductible donations or correspondence to WVFD, P.O. Box 711, Nellysford VA 22958.

The Wintergreen Property Owners Volunteer Rescue Squad, also a non-profit organization, operates four-wheel

drive Advanced Life Support transport units as well as “first response” units located in both stations. Additionally, a

“Heavy Squad Truck” is located in the Mountain Station. This truck carries specialized equipment used to cut apart

cars, assist with search and rescues, and serves as a mobile command post in the event of a large-scale disaster.

The rescue squad will perform a “healthy 12-lead EKG” in the comfort of your home per your request. These

cardiograms stay on file in each ambulance and can be used to assist you during a cardiac emergency.

The squad also maintains a stock of durable medical equipment such as crutches, wheelchairs, potty-chairs, etc,

which can be loaned to people with temporary needs.

To contact the rescue squad for non-emergency purposes;

Mountain Station 434-325-1051

Valley Station 434-325-8538

Chief 434-325-8536

Assistant Chief 434-325-2200-x-9271

Mail tax-deductible donations or correspondence to WPOVRS, P.O. Box 711, Nellysford VA, 22958.

In addition to cash contributions, both departments have recently been able to benefit from donations such as

vehicles and building lots. All such donations are liquidated as quickly as possible. Please remember to think about

these agencies in your estate plans.

16

Wintergreen Police Department

Gate Access Policy

Generally, both entrance lanes to the community will remain open

during the hours of 6:00 a.m. through 10:00 p.m. on a daily basis.

When the right lane is closed during regular hours or due to other

events, all traffic must use the left lane. Please stop when indicated by

the gate officer for important information.

Owners belonging to Condominium Associations impacted by resort

guest parking during ski season should contact their Association

manager regarding passes for their guests. This will allow them

parking within their condo parking lots. You should call 434-325-

8029 for information on assigned Association managers. Surveillance

is now accomplished by the use of realtime color video cameras on all

lanes of entry and exit including specific cameras for license plate

identification.

Current WPOA Board Motorcycle Policy:

Property Owners owning motorcycles that have a properly affixed

vehicle decal may operate their motorcycles through the gate to and

from their residences only. Guests of owners and all others are not

allowed to operate motorcycles on the mountain and may park them at

the Community Office Building during their stay.

The Wintergreen Police Department issues property owner vehicle

decals and WPOA pool passes for Chestnut Springs and Rodes Farm

only. Please feel free to contact the property owner assistant if you

have any further questions. (434) 325-8526.

17

WINTERGREEN POLICE DEPARTMENT PROGRAMS

HOUSE CHECK: A program in which a patrol officer checks your home while you are not at

Wintergreen for an extended period. Owners receive code numbers that are given to the gate

officer to let the department know you are leaving for, or returning from, an extended stay.

CRIME PREVENTION: A program offers tips to make your home more secure using simple

and inexpensive methods.

SKI AND SNOWBOARD EQUIPMENT REGISTRY: A program designed to register your

ski and snowboard equipment (serial numbers, make, model, etc.) with the police department, if

your equipment becomes lost or stolen either at Wintergreen or some other resort. Complete

information is necessary for entry into state and national crime files. ID stickers are furnished for

placement on the equipment.

OPERATION ID: A program designed to record and mark valuables you may have at your

Wintergreen home. Pictures are also taken for your records should fire or theft destroy your

home.

PERSONAL SAFETY: A program for elderly property owners who live alone, or those who are

disabled or ill. Our officers check with you daily either by phone or in person, to make sure all is

well.

RIDE-A-LONG: A program which allows property owners, over the age of 18, the opportunity

to ride-a-long with a patrol officer to observe the gate and dispatch operations during a normal

tour of duty. A chance to observe your police department “first hand”.

ALL OF THE ABOVE PROGRAMS ARE OFFERED AS A SERVICE TO

YOU AT NO COST. ANY NECESSARY FORMS OR APPLICATIONS MAY

BE OBTAINED BY CALLING (434-325-8526) OR STOPPING BY THE

POLICE DEPARTMENT LOCATED WITHIN THE COMMUNITY OFFICE

BUILDING. OFFICE HOURS ARE 9-5 MONDAY THROUGH FRIDAY.

MOUNTAIN MAIL SERVICE: Owner mailboxes located in the parking area of Wintergarden

may be applied for by calling (434) 325-8526.

VEHICLE DECALS: Replacement decals can be obtained from the police department in the

Community Office Building or by calling (434) 325-8526. There will be a $6.00 fee for each

replacement decal.

NOTE: YOUR DECAL IS PERMANENT UNLESS YOU CHANGE VEHICLES OR

YOUR DECAL BECOMES DAMAGED. SEE “VEHICLE DECALS” ABOVE IF YOU

NEED TO REPLACE A DECAL.

18

WINTER STORM

BE PREPARED… Before the storm strikes at home and work…

Primary concerns are the potential loss of heat, power, telephone service, and a shortage of

supplies if storm conditions continue for more than a day.

Have available:

Flashlight and extra batteries.

Battery-powered NOAA Weather and portable radio to receive emergency

information. These may be your only links to the outside.

Extra food and water. High-energy food, such as dried fruit or energy bars, and

food requiring no cooking or refrigeration is best.

Extra medicine and baby items.

First aid supplies.

Heating fuel. Fuel carriers may not reach you for days after a winter storm.

Emergency heating source, such as a fireplace, wood stove, space heater, etc.

Fire extinguisher and smoke detectors. Test units regularly to ensure they are

working properly.

When CAUGHT in a winter storm at home or in a building…

Stay inside. Make sure you provide proper ventilation when using alternate heat

sources such as a fireplace, wood stove, space heater, etc.:

Use fire safeguards.

Properly ventilate.

No heat:

Close off unneeded rooms.

Stuff towels or rags in cracks under doors.

Cover windows at night.

Eat and drink. Food provides the body with energy for producing its own heat.

Keep the body replenished with fluids to prevent dehydration. Non-alcoholic

beverages prevent dehydration.

FOR MORE INFORMATION REGARDING STORM

PREPAREDNESS VISIT: WWW.NOAA.COM or

WWW.FEMA.GOV

VISIT OUR WEBSITE

http://www.noaa.com/

19

AT

WWW.WTGPOA.ORG

E-MAIL: [email protected]

INFORMATION FOUND ON OUR WEBSITE INCLUDES:

FINANCIAL REPORTS & ASSESSMENT INFORMATION

PRESIDENT’S LETTER

COMMUNITY ASSOCIATIONS & EMERGENCY SERVICES:

POLICE, FIRE, & RESCUE

EMERGENCY WEATHER & ROAD INFORMATION

WEATHER LINK

WPOA BEAR POLICY & BEAR INFORMATION

FISHING AT WINTERGREEN

COMMUNITY & LOCAL PHONE NUMBERS FOR SERVICES

COVENANTS & RESTRICTIONS (AS AMENDED)

ARCHITECTURAL REVIEW BOARD & BUILDING PACKET

MOTORCYCLE POLICY HERE AT WINTERGREEN

OWNER POOL PASSES & PRIVILEGES INFORMATION

OVERLOOK VIEWS

PROPERTY OWNER SERVICES (MAILBOX & DECALS INFORMATION)

BUSINESS LISTINGS

CURRENT NEWSLETTER

LINK TO WINTERGREEN RESORT AMONG OTHERS

http://www.wtgpoa.org/

mailto:[email protected]

2013 annual mailing -

Documents