The Lake Jane Board of Trustees held a regular meeting on March 19, 2026.
Microsoft Teams meeting
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Meeting ID: 210 289 982 682 50
Passcode: cR94Fe2A
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+1 469-423-0557,,565057760# (United States, Blue Ridge)
Phone conference ID: 565 057 760#
The link below will allow you to access the agenda and any reports or other information provided related to the meeting.
Meeting Minutes
Lake Jane Estates HOA
Date: Thursday, February 19, 2025
Time: 7:00 PM
Location: Microsoft Teams
1. Call to Order
The meeting was called to order at 7:04 PM by Peta Shepherd, Secretary.
2. Roll Call / Establishment of Quorum
Trustees Present:
- Fred Wells (Treasurer)
- Peta Shepherd (Secretary)
- Jerry Hartman
- Richard Rolle
- Stacy White
A quorum was established.
Also Present:
- Staff:
- Jay Sutton (Facility Manager)
- Giulia Johnson (Executive Secretary)
- Heather Prater (Assistant Treasurer)
- Larry Gandert, HOA Member
3. Member Open Forum
A 15-minute member open forum was provided.
4. Approval of Minutes
The minutes of the February Board Meeting were reviewed and approved.
5. Monthly Reports
a. Treasurer (Heather Prater)
- The February 2025 financial statement was presented and reviewed by the Board.
- Savings/Reserve interest rates were discussed.
- Proposed budgets for 2026-2027 and 2027-2028 were presented.
b. Executive Secretary (Giulia Johnson)
- Discussion on colored versus black and white ink for newsletters.
- Short tutorial on how to view meeting documents on the Lake Jane website.
d. Park Committee
- Verbal report provided by Jerry.
e. Lake Committee
- A written report was distributed to the Board and is electronically filed with the meeting’s records.
f. Pool Committee
- Summer pool jobs have been posted. Pool opening and closing dates determined.
6. Business
- Unfinished Business
- 2026-2027 Budget
- Bridle/utility trails
- Survey to the HOA
- New Business
- Richard made a motion to investigate the use of a short-term Certificate of Deposit (CD) for HOA savings, with the amount to be determined later. The motion was approved after discussion.
- Peta made a motion to approve the use of reserve funds to cover the cost of the lake water treatment in the amount of $7,015. The motion was approved after discussion.
- Peta nominated and made a motion to appoint Larry Gandert as a member the Lake Committee. The motion was approved after discussion.
7. Adjournment
The meeting was adjourned at 8:18 PM by Peta Shepherd, Secretary.
Submitted by:
Giulia Johnson, Executive Secretary
Minutes approved on April 16, 2026