JANUARY |
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Obtain Reserve Project proposals as determined at the December meeting (if applicable)
No Board of Directors Meeting
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FEBRUARY |
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Solicit proposals for Reserve Study
Insurance Policies Renew Feb. 1st
No Board of Directors Meeting
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MARCH |
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Award Reserve Study contract
Financial Archive Purge (if applicable)
Annual Manager Certification Disclosure
Fuel Modification Proposal (as needed)
Provide Legislative Update in Packet
Begin Proforma Budget Prep/Review Reserve Study draft (upon receipt)
Board of Directors Meeting: Tuesday, March 3, 2020
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APRIL |
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No Board of Directors Meeting
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MAY |
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Weed Abatement/Fuel Mod to be addressed (as needed)
No Board of Directors Meeting
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JUNE |
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Approve Budget Package in total
Landscape Contract renewal
Evaluate Common Area trees for trimming needs
Plan for Annual Meeting/Election materials
Board of Directors Meeting: Tuesday, June 2, 2020
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JULY |
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Solicit proposal from C.P.A.s for tax/audit preparation
No Board of Directors meeting
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AUGUST |
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No Board of Directors meeting
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SEPTEMBER |
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Annual Budget Mailing to membership prior to 9/30
Select/schedule C.P.A. for audit/tax preparation
Approve tree trimming bid, if needed
Mail Ballot for Annual Meeting (30 days prior to Annual Meeting)
Approval to Reallocate Reserves
Invite Insurance Agent to Dec Meeting (at Board's request)- Policy Renews Feb. 1ST.
Check all V-ditches and drainage clearing for winter months
Add Christmas tree recycling to next newsletter
Board of Directors meeting: Tuesday, September 1, 2020
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OCTOBER |
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Fiscal Year End-10/31
Annual Meeting of the Membership/Board Elections
Distribute Election Results 15 days after election (if quorum achieved)
Provide Accounting with Reserve Allocations for new budget
No Board of Directors Meeting
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NOVEMBER |
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Readjust reserve fund balances per Reserve Study
Reallocate Reserves/accumulated fund for beginning of fiscal year (if applicable)
Secretary of State Filing - 2020 (even years)
No Board of Directors Meeting
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DECEMBER |
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Organizational Meeting
Review Insurance Policy renewals
Approve year-end financial audit for mailing to membership by 2/28/19
Review all policies with new Board
Reserve Project Overview for 2018 year (None projected until 2026)
Adoption of Annual Calendar for Upcoming Year
Board of Directors meeting: December 1, 2020
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*Quarterly legal disclosure if applicable
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