| JANUARY |
|
Fiscal year begins
Implement new budget
Calendar readoption
Audit to begin
Review Reserve Projects
Reserve/accumulated fund balance reconciliation
Legal Counsel-Legislative Update
Publish Agenda for next month
Board Meeting: 1/24/08 Newport Coast Community Center
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| FEBRUARY |
|
Annual Roadway Inspection-pending
Committee and inspections with contractors
Fuel Modification Area clearing (approx $8500) and vacant lot weeding- review (bill back to h/o)
Publish Agenda for next month
Board Meeting: 2/21/08 Newport Coast Community Center
Board meeting date change to 2/26 at 1 Oceancrest
|
| MARCH |
|
Taxes filed-pending
Review Architectural Guidelines for changes and mailing -pending
Secretary of State filing - last filed 3/31/06
Request of Bemus to perform a HaHa Fence/Area inspection
Publish Agenda for next month
Review Coral Trees (51) for annual trimming- trim by May (last done 9/07-$6000
Board Meeting: 3/18/08 Newport Coast Community Center
|
| APRIL |
|
Audit to be mailed to all homeowners prior to 30th
Obtain inspector of election proposals
Appoint Nominating Committee/Election Committee
Finalize Annual Meeting location and date
Financial Archive Purge
Board Meeting: 4/17/08 Newport Coast Community Center
|
| MAY |
|
Approve proposal for Inspectors of Election
Send Candidacy Statement forms
Board Meeting: 5/15/08 Newport Coast Community Center
Board Meeting changed to 5/13/08 - homeowner forum at 6:30 p.m. - held at 1 Oceancrest.
|
| JUNE |
|
Obtain bids for reserve study
Inspectors designate location for ballot return
Mail secret ballot, two envelopes, voting instructions and
Notice of Annual Meeting- print voter registration list same day
Coral Tree Trimming Review
Board Meeting: 6/19/08 Newport Coast Community Center
Board meeting changed to 6/26 at 1 Oceancrest
|
| JULY |
|
Select reserve study contractor
Prepare for meeting- confirm with inspectors: ballot box needed?
Prepare for extra ballots and double envelopes, prepare meeting notebook w/ minutes from last annual meeting, Inspectors report, sign in sheet, prep agenda and copy- send a copy to inspectors
Board Meeting: Date: 7/17/07 Newport Coast Community Center
|
| AUGUST |
|
Approve insurance renewal/invite agent to attend
Preliminary Budget Preparation
Annual Meeting: 3rd Thursday of the month
After meeting: prep minutes for review in Sept., make new Board roster and send to all at Progressive, Prepare send notice results within 15 days of election
New Signature Cards
Board Meeting: 8/21/08 Newport Coast Community Center
|
| SEPTEMBER |
|
Budget review
Fuel Mod clearing ($8700) and vacant lot review
Request of Bemus to perform HaHa Fence/Area Inspection
Review and schedule trimming of all Pine trees (337) odd years (to be trimmed- Fall 2007)
Note: $15,165 approved on 3/15/07 for trimming of Pines to be completed in the Fall of 2007.
Board Meeting: Date 9/18/08 Newport Coast Community Center
|
| OCTOBER |
|
Obtain approval for budget and budget package
Insurance Renews 10/18
Obtain audit proposals
Board Meeting: 10/16/08 Newport Coast Community Center
|
| NOVEMBER |
|
Select CPA to perform audit
Mail budget, delinq. policy, reserve study by 15th
Policy review (email, cease and desist, committee appointments, FYI section) Guard Holiday Recognition
Board Meeting: Date 11/20/08 Newport Coast Community Center
|
| DECEMBER |
|
Reserve Contribution distribution to Accounting
Board Meeting: 12/18/08 if needed- Newport Coast Community Center
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