HOA Leader Checklists
7 Things to Consider in Asset Protection
The checklist below is an example of what we consider most worthy of your attention. We would be happy to meet with your Board Members and help you build a customized version for your use. Please note that the offer to help you should not be considered a solicitation for business services. You are welcome to contact us regarding any questions you might have.
Your financial oversight includes protecting the HOA’s assets. Here are seven things to consider.
1. Start with a comprehensive physical inspection.
2. Check whether any laws govern the level of reserves you’re required
to maintain.
3. Give your reserves a checkup, and calendar your next reserve study.
4. Review your insurance coverage.
5. Update to insure at replacement value, if it’s not current.
6. Check your deductibles, and resist the urge to go too big.
7. Check whether you’re subject to any bond requirements.
Contact us for a free consultation. Please remember to tell us if you are currently under contract and the services covered in the scope. It will help us keep our responses ethical. Thanks!
7 Things to Consider in Asset Protection
The checklist below is an example of what we consider most worthy of your attention. We would be happy to meet with your Board Members and help you build a customized version for your use. Please note that the offer to help you should not be considered a solicitation for business services. You are welcome to contact us regarding any questions you might have.
Your financial oversight includes protecting the HOA’s assets. Here are seven things to consider.
1. Start with a comprehensive physical inspection.
2. Check whether any laws govern the level of reserves you’re required
to maintain.
3. Give your reserves a checkup, and calendar your next reserve study.
4. Review your insurance coverage.
5. Update to insure at replacement value, if it’s not current.
6. Check your deductibles, and resist the urge to go too big.
7. Check whether you’re subject to any bond requirements.
Contact us for a free consultation. Please remember to tell us if you are currently under contract and the services covered in the scope. It will help us keep our responses ethical. Thanks!