5 of 6 items completed

• Board election procedures documented

• Conflict of interest policy in place

• Meeting minutes archived (last 5 years)

• Officer roles and responsibilities defined

• Annual meeting quorum requirements met

• Bylaw amendments (2024 review)

5 of 7 items completed

• Annual budget adopted and distributed to homeowners

• Reserve study completed within last 3 years

• Monthly financial statements prepared

• Separate reserve bank account maintained

• Assessment collection policy documented

• Annual audit or financial review completed

• Investment policy for reserve funds established

5 of 6 items completed

• Meeting notices sent 10+ days in advance

• Meeting minutes published within 7 days

• Homeowner communication policy documented

• Annual report distributed to all homeowners

• Complaint response procedure established

• Dedicated community website or portal active

3 of 6 items completed

• Governing documents recorded with county

• Insurance coverage meets minimums

• ADA compliance audit completed

• Fair housing training (board)

  Critical Gap

• CC&R amendment ratification

  Critical Gap

• State filing requirements current

4 of 6 items completed

• Preventive maintenance schedule documented

• Vendor selection procedures established

• Emergency preparedness plan in place

• Amenity reservation policies posted

• Vendor insurance verification process active

• Environmental sustainability guidelines adopted