Heritage Grove of Los Gatos Homeowners Association

 

2021 ANNUAL BOARD CALENDAR

 

JANUARY

FEBRUARY

MARCH

  • 2021 Board of Directors new term
  • Review Landscaper Contract

 

 

 

 

 

 

Board Meeting – Tuesday, March 16, 2021 via teleconferencing

  • Review Annual Insurance proposal
  • Review Mgmt Annual Contract

 

Turn Water on when rain stops

 

Quarterly Newsletter

APRIL

MAY

JUNE

  • April 1 property walk w/Grayson
  • Renew HOA Insurance
  • Secretary of State Filing
  • Tax Returns filed
  • Independent Audit Report of 2020 Tax Returns to Homeowners
  • Apricot Harvest prep (Charity?)
  • Apricot Harvest (Charity?)
  • Orchard Signage install
  • Send annual 4041 Forms to Members

Board Meeting – Tuesday, June 15, 2021 via teleconferencing

  • Update Reserve Study for 2022

 

 

 

Quarterly Newsletter

JULY

AUGUST

SEPTEMBER

  • Start 2022 Budget Preparation with Grayson

 

 

 

 

 

 

 

  • Record Retention Review after tax filing

 

 

 

 

 

 

 

Board Meeting – Tuesday, September 14, 2021 via teleconferencing

9/1 – Call for Board Candidate Nomination w/Appl. Form & Notice of Ballot Information, 30 days before ballots mailed

  • Select CPA for 2021 Tax prep

 

Quarterly Newsletter

OCTOBER

NOVEMBER

DECEMBER

10/1 – Candidate Nomination Deadline

10/6 – Select Inspector of Election

10/22 – Election Ballots mailed a minimum of 30 days before the vote deadline. Election Rules copy to voters (website OK)

  • Annual Budget Mailing Preparation
  • Approve 2022 Budget

11/24 – Ballot Deadline and Count

  • 2022 Budget package mailed to members
  • Grayson mails payment Coupon Books to members

 

Complete Board Manual

 

Tree Planting Nov. – Jan

Redbud OK till May 1st

Turn Water off when rain starts

Board Meeting – Tuesday, December 14, 2021 via teleconferencing

  • New Board welcome
  • 2022 Budget review
  • Landscape Plan 2022 updated
  • 2022 Board Goals

 

Quarterly Newsletter

 

Transition to 2022 Board

 

 

*Updated 4/23/2021