| JANUARY |
|
Fiscal year begins
Implement new budget/adjust reserve balances pre new study
Approve insurance renewal / D&O Policy Renews 1/24
Audit to begin
Review Reserve Projects
Accumulated fund balance reconciliation
Approve Annual Calendar
Board Meeting: January 14, 2008
|
| FEBRUARY |
|
Insurance Package Policy Renews 2/10
Architectural Guidelines Mailing
Monument Cleaning
Management - Maternity Plan of Action
Board Meeting: February 25, 2008
|
| MARCH |
|
Management Contract Increase effective March 1
Board Meeting: March 24, 2008
|
| APRIL |
|
Audit to be mailed to all homeowners prior to 30th
Financial archive purge
Board Meeting: April 28, 2008
|
| MAY |
|
Taxes due 5.15.08
Appoint Nominating Committee
Board Meeting: May 26, 2008
|
| JUNE |
|
Obtain bids for Election Companies
Obtain bids for Reserve Study
Mail candidacy forms
Board Meeting: June 23, 2008
|
| JULY |
|
Select Election company
Select reserve study contractor
SmarTimer - inspected for 1 year: follow up on subscription
Review Landscape Contract (maint., pest control & tree trim)
Board Meeting: July 21, 2008
|
| AUGUST |
|
Mail Proxies/Ballots for Annual Meeting
Preliminary Budget Preparation
Annual V-ditch Repair Inspection
Workers Comp Insurance Renews
Management contract renews
Obtain Holiday Lighting Proposal
Board Meeting: August 25, 2008
|
| SEPTEMBER |
|
SEPTEMBER: Approve reserve study
Prepare extra agendas, copy previous year's minutes & confirm attendance
Annual Meeting
Result Notice to membership within 15 days
Approve Holiday Décor Proposal
Budget review
Approve Tree Trimming plan
Board Meeting: September 22, 2008 September 29, 2008
|
| OCTOBER |
|
Prepare Annual minutes and board roster
Obtain approval for budget and budget package
Perform Jetting of all drains and v-ditch clearing for winter months
Review Management Contract
Mail budget, delinq. Policy, reserve study, IDR/ADR, between 10/1 & 11/30
Begin Tree Trimming
Invite Insurance Agent to Meeting to discuss January policy renewal
Review all established policies with new board if applicable
Board Meeting: October 27, 2008
|
| NOVEMBER |
|
Select CPA to perform audit
Secretary of State filing 11/14
Landscape contract renews
Board Meeting: November 24, 2008
|
| DECEMBER |
|
Reserve Allocations to Controller for New Year
Board Meeting: BYE for the holidays?
|
*Add/Check for quarterly legal disclosure if pending litigation
|
