Two objective catagories include:
1. Financial Condition/Reporting -
Establish an annual budget and get HOA Board approval. Review prior year collections and expenses and prepare a budget. (Obtain budget information from committees. Make recommendations to the HOA Board for new/ additional revenue sources and expense savings/reductions. Make sure monthly and annual financial statements and federal tax returns are prepared. Review monthly collections and expenses and present issues to HOA Board for action. Review monthly/annual financial statements for accuracy and present to HOA Board for approval. Review annual tax return get filed timely. Prepare other financial reports as the HOA Board deems necessary. Make sure all property taxes are paid. Select CPA to do monthly and annual financial reporting and prepare tax return.

2. Review and Assistance -
Assist in the review of all contracts for services for the HOA and make recommendations to the HOA Board. Review bank Statements (including checking for dual signatures). Review all requests for proposals to the HOA regarding the expenditure of HOA monies and make recommendations to the HOA Board. Review banking issues/services and make recommendations to the HOA Board. Make a report to the HOA Board at the monthly HOA Board Meeting. Have a representative attend the monthly HOA general meeting.

Finance Committee Members

Committee Chairperson:

Committee Secretary:

HOA Board Representative:

Committee Members:

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