Transition kit
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This is a free template to assist new communities transistioning from a developer to an HOA. Feel free to download this as an excel, add rows to include more tasks and personalize it to fit your new HOA! Go to "File" > "Make a Copy"
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Finance
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Set up bank accounts
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Inspect financials
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Conduct audit
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Review reserve fund
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Conduct reserve study
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Review insurance policies and coverage
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Ensure all spending by developer is accounted for
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Legal
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Ensure compliance with covenants
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Ensure compliance with County Law
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Enforce CCRs
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Hire/consult HOA attorney
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Provide resolutions as part of Board consultation
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Board of Directors
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Election for the board of Directors
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Training for the board with developer
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Training for the board with attorney
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Establish Board committees
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Represent the community at the transition
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Miscellaneous
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Review and record architectural modifications
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Hire an engineer to inspect the property
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Get all the documents and ask the Developer all the questions you can think of!
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Setup a community website (Our marketing dept, made us include this one)
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