| JANUARY |
|
Fiscal year begins
*newsletter
Implement new budget/adjust reserve balances per 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 25, 2010
|
| FEBRUARY |
|
Insurance Package Policy Renews 2/10
Architectural Guidelines Mailing
Monument Cleaning
Annual Payment for smartimer controller service March
Board Meeting: February 22, 2010
|
| MARCH |
|
Manager Certification and Contract Adjustment
Board Meeting: March 22, 2010
|
| APRIL |
|
Audit to be mailed to all homeowners prior to 30th
*Newsletter
Financial archive purge
Board Meeting: April 26, 2010
|
| MAY |
|
Taxes due 5.15.10
Appoint Nominating Committee
Board Meeting: May 24, 2010
|
| JUNE |
|
Obtain bids for Election Companies
Obtain bids for Reserve Study
Mail candidacy forms
Annual V-ditch Repair Inspection
Board Meeting: June 28, 2010
|
| JULY |
|
Select Election Company
*Newsletter
Select Reserve Study contractor
Review Landscape Contract (maint, pest control & tree trim)
Board Meeting: No Summer Meeting per revised contract 2010
|
| AUGUST |
|
Mail Proxies/Ballots for Annual Meeting
Preliminary Budget Preparation
Workers Comp Insurance Renews
Obtain Holiday Lighting Proposal
Approve Tree Trimming plan
Board Meeting: August 23, 2010
|
| SEPTEMBER |
|
Gnatcatcher Maintenance Tract 13732 (Sept - Feb)
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
Board Meeting: September 27, 2010
|
| OCTOBER |
|
Prepare Annual minutes and board roster
*Newsletter
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 25, 2010
|
| NOVEMBER |
|
Organizational Meeting
Select CPA to perform audit
Secretary of State filing 11/14: even years
Board Meeting: November 22, 2010
|
| DECEMBER |
|
Reserve Allocations to Controller for New Year
Board Meeting: BYE for the holidays
|
*Add/Check for quarterly legal disclosure if pending litigation
*Add special habitat maintenance once agreement with OCFA finalized
|
