Admin · Manual · EOY Checklist

End / Beginning of Year

December → January 31 transition tasks. Run per association.

Progress

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End of year · AppFolio & governance

AppFolio — Board & governance

Update Board Members, Titles, AND TERMS in AppFolio Confirm approved BOD Meeting Minutes in Shared Documents Confirm approved Member Meeting Minutes in Shared Documents Meeting packets uploaded Required governance documents uploaded under Shared Documents Financials folder current · Short & Long in correct locations (Owners vs BOD) Policies, procedures, governing documents, charters uploaded & visible

Calendar

Meetings & calendar

Update office closures for the year (holiday schedule) Upcoming Board & Member meetings entered into AppFolio with Google links Meeting schedule presented at BOD Org Meeting

Budget & notices

Annual budget & notices

Notice of Approved Budget sent (time-sensitive) Reminders set close to year-of-approval anniversary Projects list created in AppFolio (budgeted funds untouched)

DBPR · post-election

DBPR setup

BOD Certification & Education Requirement emails sent Certificates collected & saved in proper format · Drive + AppFolio Updated DBPR FAQs sent to Tizi Board Roster sent to Tizi (Name & Position, Email, Phone) Date of last Reserve / SIRS sent with attachment + share date Any past-year SPAs or upcoming SPAs noted (amounts & purpose)

Google · email, drive, calendars

Google updates

BOD Email Groups updated Core Committee Email Groups updated Meetings on your calendar & on Patty & Kyle's calendars Community FAQs updated (dues, deadlines, DBPR FAQs)

By January 31

Beginning of year — Sunbiz

Confirm Sunbiz accuracy immediately after elections (terms, motions, positions) Update Board Members & Officer positions, mailing address, registered agent

By January 31

Google · contracts & action list

Contracts spreadsheet updated · services, frequency, expiration dates Spreadsheet lives in Manager's Folder (critical for budget season) Action list updated · annual goals from reserve study, BOD goals, projects Calendar reminders for annual meetings · 90 / 60 / 30 days Regular meetings set up no later than 01/31

Notices

Notices & reminders

Reminders of dues and approved budget sent Reminders of any rule changes or processes for the new year

Community website

Community websites

Current board members updated Committees updated Meeting schedule for the year updated Any owner-expected information updated