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October

Erin M

Created on October 12, 2025

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Transcript

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