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The Complete HOA End-of-Year Checklist

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Even if dates are tentative, an annual calendar is the roadmap for the important events and tasks that will take place in the new year. Be sure to include: Annual calendar • Meeting Dates: Board meetings, committee meetings, and the annual meeting. • Routine Preventative Maintenance: Gutter cleaning, equipment service, carpet cleaning, and more. • Reserve Projects: Replacement of common area components. • Facilities Open and Closing Dates: Swimming pools, playgrounds, meeting rooms, etc. • Election Milestones: Call for candidates, mailing of election materials, meeting plan. • Budget Preparation Cycle • Insurance Policy Renewal Dates & Milestones • Common Area Inspection Schedule • Social Events: Holidays, community get-togethers • Newsletter Publication Dates

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