As you know, The Villages Association is a common interest development (CID) subject to California Civil Code Sections 4000-6150 (also known as the Davis-Stirling Act). Civil Code Section 4041(a) requires all CID owners to annually and in writing provide the HOA (The Villages Association), their contact information for sending HOA notices, and to inform the association whether the residence is owner-occupied or rented.

Associations are required to solicit these notices at least 30 days prior to the annual association disclosures. For The Villages Association, that is the Annual Budget Report and Annual Policy Statement that is distributed at the end of May. If an owner does not annually provide this notification, the association must deem the last address provided in writing by the owner, or if none, the property address, shall be deemed to be the address to which notices are delivered.

To inform the Association of changes to preferred delivery method for receiving notices from the Association, please complete the form below and return it to the Association no later than Friday, May 16, 2025. Completing this form will not discontinue electronic distribution of Association documents if you have signed up for that program.

To save postage, paper, and copy costs, we are publishing the request for information in The Villager and also on the Member Portal here; Non-resident owners will receive via US mail.

You may return the completed document:

Via US Mail: The Villages Association, 5000 Cribari Lane, San Jose, CA 95135

On Site: Return to the locked Drop Box located in the parking lot up the stairs from Business Administration, Building A.

Via Scanning & Email: Association@the-villages.com

(with CONTACT FORM 4041 in all caps in the subject line).

Disregard this request if there are no changes to your preferred method to receive Association notices.  If you have any questions or concerns, please contact the General Manager’s office at (408) 223-4634.

The three Villages Corporations (Club, Association and Homeowners’ Corporation) are preparing for this year’s elections and annual membership meetings. Elections will be conducted in May and June with election results announced at this year’s annual membership meetings to be held on Wednesday, June 11, 2025, at 4:00 p.m. at The Villages Clubhouse.

Club. The election will be held for two director positions (each for a term of three years) on The Villages Golf and Country Club (VGCC) Board of Directors. The Amended and Restated Bylaws of the Corporation provide that there shall be seven directors. The directors who will continue to serve during the ensuing year are Richard Zahner, Judy Owen, Larry Versaw, Diana Hallock, and Michelle Breslin.

The Club’s Nominating Committee shall nominate as many candidates for election to the Board of Directors as it shall in its discretion determine, but not less than the number of positions on the Board that are to be filled in a particular election. All nominations shall be made from among Members who satisfy the qualifications set forth in Bylaws Section 5.2. The Nominating Committee shall announce its candidate nominations for the annual election of Directors no later than April 15. In addition, per the Club Bylaws Section 6.1.2, any Member in Good Standing may place his or her name in nomination by filing with the Secretary of the Club (Liz Kung) a notice of intent signed by at least two percent (51) of the Members in Good Standing. Self-nomination petitions must be received no later than 5:00 p.m. on May 1, 2025.

Association. For the 2025 Director election there are two open director positions. As of the established deadline for receiving nominations (March 31, 2025), the number of qualified candidates for election to the Board does not exceed the number of director positions available, and all requirements set forth in The Villages Association Election Rules, Sections 2.5 through 2.5.6, have been satisfied. As a result, Stephen Gilbert is the sole qualified candidate, and he may be declared elected by acclamation to serve a three-year term, beginning immediately following the conclusion of the June 11 annual membership meeting.

Further, The Villages Association will conduct a vote in May and June to vote on the Association Resolution regarding the refund of membership income exceeding membership expenses.

Homeowners. The Villages Homeowners’ Corporation will conduct a vote on The Homeowners’ Corporation Resolution, Excess of Membership Income Over Membership Expenses Refunded to Members and election to fill two director positions to serve three-year terms.

The bylaws of the Homeowners’ Corporation provide that there will be five directors. Directors with expiring terms are Teddy Morse and Morton Cordell. Those who will continue to serve during the ensuing year are Rob Kirschbaum, Glen Seidel, and Larry McNary.

Any Member in Good Standing may place his or her name in nomination for election to the Board by giving written notice to the President (Teddy Morse) or Secretary (Glen Seidel) no later than 5:00 p.m. on May 1, 2025. To date Morton Cordell and Donna Ostheimer have declared their candidacy.

Watch future Villager and FastNews editions for continued updates on this year’s elections.

Association applications for Owner Alteration Requests for the month of May are due to the Architectural Committee on or before April 16, 2025.  Call Elissa at the Corporation Yard office to obtain an application. The meeting date is scheduled for Thursday, May 1 at 9 a.m. at Montgomery Center.

IRS Resolution Vote

Wednesday, June 11, 2025; 4 p.m.: The Villages Clubhouse

(California Civil Code Section 5115 (b)

Candidate Registration List: As certified by Michael Schwerin, President of The Association Board, the following Candidate Registration List contains a full and complete list of qualified candidate nominations received by the Association on or before March 31, 2025, at 9:00 a.m., the deadline established by the Board of Directors for receipt of nominations for the annual election of directors of the Association. 

List of Candidates:

Stephen Gilbert

8374 Riesling Way

Notice of Election Information: As of the published deadline for receiving nominations, the number of qualified candidates for election to the Board does not exceed the number of directors to be elected, as determined by the Inspectors of Elections. Additionally, all conditions outlined in The Villages Association Election Rules, Sections 2.5 through 2.5.6, have been met. Therefore, Stephen Gilbert, as the qualified candidate, will be placed on the agenda and may be declared elected by acclamation at the April 29, 2025, monthly meeting to serve a three-year term beginning at the close of the June 11, 2025, Annual Meeting. Furthermore, The Villages Association will hold a vote in May and June to elect directors and vote on the Association Resolution regarding the Excess of Membership Income Over Membership Expenses to be refunded to members.

The Villages Association maintains a Voter List.  Members are permitted to verify the accuracy of their individual information on the Voter List (California Civil Code Section 5105(a)(7). The Voter List is available for review in Business Administration Building A upon request. Please contact the General Manager’s office at (408) 223-4634. 

Ballots will be sent to all Members indicated on the Voter List on May 9, 2025. Ballots may be mailed or delivered to the following so long as the ballot is received no later than Monday, June 9, at 8:00 a.m.: The Villages Association, Bldg. A, 5000 Cribari Lane, San Jose, CA 95135

The ballots are scheduled to be opened and tabulated at an open Association Meeting on Tuesday, June 10, 2025, at 9:30 a.m. at Vineyard Center, 9100 Villages Fairway Drive, San Jose, CA 95135. The results of the vote will be announced at the 2025 Annual Meeting of Members, Wednesday, June 11, 2025, at 4 p.m. at The Villages main Clubhouse, 2800 Villages Fairway Drive, San Jose, CA  95135.

The Board Meeting Schedule provides the monthly Club, Association and Homeowners’ Board meetings–where, when, day and any pertinent information. Click the link above and go to the Board meeting details. If you see anything that is incorrect, please notify our Webmaster at webmaster@the-villages.com. 

Association

• The Villages Association Board of Directors All-Member Budget  Board meeting is  Friday, April 18 at 9:30 a.m. via Zoom.

Meeting ID: 835 2969 5065; Passcode: 282363; Dial: 1-669-900-6833; Join meeting here

• The Villages Association Board of Directors Monthly Board hybrid meeting is Tuesday, April 29 at 9:30 a.m. in Foothill Center and on Zoom.

Meeting ID: 917 8108 3392; Passcode: 223468; Dial: 1-669-900-6833; Join meeting here

Club

• The Villages Golf & Country Club All-Member Budget Board Meeting is Friday, April 18 at 1:30 p.m. via Zoom.

Meeting ID: 896 0995 3403; Passcode: 394661; Dial: 1-669-900-6833; Join meeting here

• The Villages Golf & Country Club Board of Directors Regular Meeting is Tuesday, April 29 at 1:30 p.m. in Foothill Center and on Zoom.

Meeting ID: 961 5036 4740; Passcode: 260616; Dial: 1-669-900-6833; Join meeting here

Homeowners’

• The Villages Homeowners’ Corporation All-Member Board Meeting is Friday, April 18 at 3:15 p.m. in Foothill Center

• The Villages Homeowners’ Corporation Board of Directors FY 24/25 Quarterly Business Meeting Schedule is as follows: 

Thursday, June 12, 2025 at 9 a.m. (location TBD)

For the full meeting schedule, please refer to the Events Calendar on the Member Portal.

Welcome everyone to the March Association Board of Directors meeting.

Spring is here and the weather is finally turning warm and sunny. It is a busy time for all three Boards as we are working hard here in the middle of budget season. Even though we are not done, I would like to thank all the Board members, all the DACs and all the staff for their continuing hard work on the budgeting. We have approved our insurance renewal for 2025-2026 and are in the process of firming up all of the numbers for our operating and reserve budgets for next year. Of our big three expenses on which we focus most, insurance is under control with a reasonable increase next year. I again extend my thanks to our insurance committee for all its hard work. Landscaping will be going into the second year of a three-year contract, so that is also under control.  

Water is another story. Water is expected to see a substantial increase of about $1.6 million next year, which is mostly for irrigation. This is a combination of an increase in water rates and our significant increase in water usage once the water restrictions were lifted. We listened to our homeowners. They wanted green grass. When the water restrictions were lifted, the water was turned on and they got green grass. Now we are paying the price for all the greenery. Remember, in 2029 that water is going to be turned off, so we still are required to do our turf reduction and eliminate non-functional turf. The greenery is only temporary. Right now, we have tasked BellaVista with reviewing all of our valves and sprinkler heads, which are computerized, to get them online and then to automate them appropriately to ensure they are watering the correct amount at the correct time. We are hoping this will save us substantially on our water bill.

When it comes to reserves, I believe that we need to get each Village up to their burn rate if The Villages is going to survive financially in the future without falling into disrepair. The burn rate is how much our units depreciate each year, considering each and every depreciable item contained in our units. For example, I live in Fairways. Right now, we contribute $68,000 per year to our reserve funding which covers everything from roofs to mailboxes. However, our burn rate, as calculated by Ryan Bell, is $82,000 per year. Thus, our little village of 22 units is falling in the hole at the rate of $14,000 per year.  What that means is fairly obvious. At some point we will not be able to replace our roofs or do some other repair and will either have to defer maintenance or come up with a special assessment—a large special assessment. And we saw what happened in Florida as a result of deferred maintenance.  However, with an increase now of $53 a month, which equals $636 a year, we hit our burn rate, pay our fair share and save us the pain of that special assessment at some point in the future. Those are my calculations.  Certainly they are not official but I think it gives us a good idea of what it costs to get us on the right track. And I don’t think $636 per year is a lot to pay to point the ship in the right direction.    Each Village is going to have to assess how to get its contributions up to its burn rate.    

After sitting through many budget meetings, and with a few more to do before we are done, those are my thoughts.   

Thank you all for being here and as usual, my phone, my email and my door are always open and available for questions, comments or discussions.

—Association Board President Michael Schwerin