| JANUARY |
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Adopt Annual Calendar & Reserve Projects
Legislative Update
2013 revert back to Annual Meeting in January for Board Election-2013/2015
Organizational Meeting to immediately follow Election *N/A 2012
Fiscal Year Begins-Implement new budget - reserve allocations
Review annual reserve fund projections and accumulated fund transfer
Financial Audit to begin
Board Meeting: Tuesday, January 31, 2012
|
| FEBRUARY |
|
Prepare for Weed Abatement (included in OCLM Contract)
Request Reserve Study Proposals
Newsletter Production Month
No Board Meeting
|
| MARCH |
|
Audit Draft review and tax filing to be completed
Annual Meeting of the Membership-*Results disclosure 15 days mailed with original Inspection of Election Form/tabulation- no elections 2012-NA
Award Weed Abatement project
Review need for Legal Disclosure Update -last one November 2011
Obtain Reserve Study proposals
Check monuments for cleaning/refreshing
Management Certification Disclosure
Award Reserve Study
Board & Annual Meeting: Thursday, March 29, 2012
|
| APRIL |
|
Audit to be mailed to all members prior to April 30th
No Board Meeting
|
| MAY |
|
Weed Abatement -Completion Deadline for Dana Point - May 15
Set Budget Meeting & Strategic Plan meeting
Invite Insurance Agent to July meeting for September Renewal
Newsletter Production Month
Board Meeting: TBD
|
| JUNE |
|
Weed Abatement -Completion Deadline for Laguna Niguel - June 30
Request Tree Trimming Program bids for Fall/Winter work
No Board Meeting
|
| JULY |
|
Insurance Agent to attend-policies renew - Sept 24th
Review Reserve Study Draft
Present Tree Trimming Bids for Fall Scheduling
Annual Legal Retainer Renews -August-Present Renewal
Board Meeting: TBD
|
| AUGUST |
|
Obtain proposals for Annual Election Services-applicable for 2013 Elections
Check all vee ditches for maintenance-prepare for winter season
Check/Clear Owner/Association joint drainage pipes at 2 Tidemark
Obtain Holiday Lighting bids
Newsletter Production Month
No Board Meeting
|
| SEPTEMBER |
|
Review Draft of Proposed Proforma Budget Package
Include Candidacy Statement in October Newsletter for January Annual Election
Approve Inspector of Election Services for January 2013
Approve Holiday Lighting Bids
Secretary of State Filing Renewal (odd years)
Board Meeting: TBD
|
| OCTOBER |
|
No Board Meeting
|
| NOVEMBER |
|
Approve Budget/Reserve/Civil Code Documents-member mailing by 11.30.12
Finalize all Election Materials and send to Inspectors' Service
Newsletter Production Month
Board Meeting: TBD
|
| DECEMBER |
|
Election Services to send Annual Meeting Ballot & Election Notice -2013
Happy Holidays!
|
*Integrate quarterly legal disclosures if applicable
|
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