October

Sept

October

November

December

January

Feb

March

April

May

June

July

August

September

Start of fiscal year

• New Trustees start
• Identify officers
• Revise proposed budget to match the summer collection
• Update the website with this information
• Plan for approved projects

April

Start of planning for new year

• All project submission ideas are due by April 1st
• Trustees review and approve/deny projects
• Determine project priority

May

Budgeting

• A proposed budget is put together for collection over the summer
• Determine payment methods for invoices
• Set invoice language

June

Start of invoicing

• Mail invoices to residents
• Track payments

July

• Plan for annual meeting
• Notify residents of date for meeting
• Request permits for signage about annual meeting

August

Close of year

• Reconcile the year's budget and post information
• Resident Information Meeting & new trustee election at the end of the month

February

Plan for Spring

• Finalize landscaper
• Schedule any other contractors to finish planned projects