Experience | Integrity | Action | Performance
Experience | Integrity | Action | Performance
The 4-Year Total Interest Generated of $275,604
The 4-Year Total Estimated Tax Savings of $91,740
NOTES FROM DECEMBER 2022:
Projected lifetime value $1.2 million on investment policy (this was well understated)
Projected lifetime value $300K on tax savings (this was well understated)
Moved the annual meeting and elections to the end of January:
Better scheduling of the Annual Candidate Forum
Allowing the books to be closed
Develop a more realistic budget
To share December/year-end financials with members before they voted for a new board
The 2023 board reversed this and several other decisions that had taken months of research to develop. Was that wise?
ParkingBoss ChatGPT
Although we are not perfect, we are delivering on the promises we made as candidates.
Management Company Distributing The New Home Owner Welcome Packet
2022 Reserve and Operating Funds Investment Policy (ECR HOA's First)
2022 Code of Conduct
The Annual Meetings and Elections should be conducted when the financial reporting is complete, as was done in 2022. See below.
This is a key reason why the 2022 Board moved the Annual Meeting to the end of January after consultation with our corporate attorney and the management company. The board also developed an election policy in the hope that this decision would become precedent-setting.