Susan Knox Wilson
To help homeowners better understand what transition is and what actions take place before transition, at the point of transition, and after transition, LifeLong Learning offered a special class—Transition 101—in several venues this past April. “We were completely surprised by the level of interest,” noted Cathy Lindstrom, chair of the Transition Advisory Committee (TAG). “Our first class filled up in less than five minutes. Overall, some 300 homeowners attended the various sessions.”
The class, led by Paul Polk and Cathy Lindstrom, covered the legal aspects of transition and the specified roles of the Developer (also called the Declarant) and the HOA and homeowners. Their PowerPoint presentation can be found on the TAG webpage: tinyurl.com/syttctt6.
Polk, who spent more than nine years as executive vice president of ACE Property Management, has a wealth of experience in helping HOAs transition from developer to homeowner control. Based in San Jose, Calif., ACE Property Management provides a complete range of management services to common interest developments such as residential homeowners associations and commercial property owners associations. Now retired here in PebbleCreek, Polk continues to share his knowledge and management expertise as an advisor to the TAG. Before moving to PebbleCreek, Lindstrom was a vice president at John C. Lincoln Health Network, overseeing clinical and support services at one of the Lincoln hospitals. She also had a private practice in clinical psychology for 10 years before retiring to PebbleCreek.
As previously announced, the HOA Board assembled the TAG to identify and analyze what will be necessary for a successful transition from Developer control. The TAG has been tasked with developing a sequence of events that need to occur to complete the transition, and create a timeline for them regardless of the actual timing of the transition.
Commented one attendee, “Thank you Paul and Cathy for this class. I feel a whole lot better about transition walking out of this session than I did walking in.”