Southview Homeowners Association (HOA)

Budget FY 2026-2027

Income

Assessment ($1,600/Lot) - $51,200

Carryover from 2025-2026- $ 10,000

Total Available Balance (May 1,2025) - $61,200

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Planned Operating Expenses

Windy Ridge Landscaping - $18,400

Landscaping (Other)- $3,500

Gorse Spraying - $2,500

Tree Maintenance – $8,000

Brush Control – $2,200

Road- $0 (May be substantial work from Reserves)

Sign Maintenance - $200

Street Lighting – $500

Gate Maintenance – $3,000

Spectrum Contract (Gate Phone, Security Gate & Overlook) - $4,000

IRS/Tax Filing - $100

Real Estate Taxes - $125

Bank Fees - $0

Insurance (Board Liability) - $1500

Insurance (Comprehensive) - $1500Legal Consultation - $2,000

Accounting Fees - $500

Office Supplies - $400

Communications (Website, Domain Name, ZOOM)- $500

Postage - $200

Post Office Box - $175

Electricity (Gate/Lights) - $900

Contingency - $1,000

Total Operating Expenses – $51,200

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Reserves

Contribution from 2026-2027 Assessments – $10,000

Total Reserve Balance 2025-26 (After Contribution) - $106,825

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Total Budgeted Expenses (Operating + Reserve Contribution) = $61,200

Carry Over from FY 2024-2025 – $10,000

Total SVHOA Assessment Needs for 2025-2026 = $51,200

Total Per Lot (32 Lots) = $1,600

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Southview Improvement District (SID)

Budget FY 2026-2027

Income

Assessment ($1350/lot) - $43,200

Carryover from 2025-2026- $25,000

Total Operational Balance (May 1, 2026)- $68,200

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Delta Operations & Maintenance

Monthly Operations - $8,885

Telemetry Fees - $609

Meter Readings (3X) - $1564

Annual Maintenance (e.g., Hydrant Flushing, PRV Inspections)- $3210

Water Sampling (Includes Lab) - $3,293

Trip Charges - $1398

Reporting Fees - $0

OHA Fees - $212

OHA Survey - $0

Delta Contingency - $1,000

Total Delta - $20,171

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Other Operations

Surveillance System Internet & Monitoring (Well House & Reservoir)- $3826

Electricity (Pump Station) - $1,100

Electricity (Well House) - $1,500

Chlorine - $808

Colorimeter Reagent - $85

Backflow Device Testing (Gate Area)- $70SDIS Insurance (Liability & Comprehensive) - $4500

Special Districts Association of Oregon (SDAO) Dues- $155

Oregon Association of Water Utilities (OAWU) Dues - $100

Water Rights Consultants - $5000

Accounting Fees - $500

Legal Consultation - $1,000

Office Supplies - $300

Postage & Post Office Box - $300

OR Secretary of State - $50

Contingency - $2,724

Total Other - $22,018

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Total Operating Expenses (Delta + Other Operations) – $42,189

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Reserves

Contribution from 2026-2027 Assessments – $26,000

Total Reserve Balance (After May 1 Contribution)- $139,616

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Total Budgeted Expenses (Operating + Reserve) = $68,189

Carry Over from FY 25-26 - $25,000

Remaining Need- $43,189

Total Assessment Per Lot - $1350

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