First-year reform plan

Monthly Board-meeting milestones, October 2026 to October 2027

1. Oct 2026

   Take office and make the immediate legal correction

   • Recognize the election itself as the transition point; no governing authority creates a January 1, December 31, or other later transition date.
   • Hold the regular Board meeting required immediately after the annual meeting.
   • Adopt written resolutions naming officers and authorizing access to Association records, contracts, bank accounts, vendors, and management instructions.
   • Approve the ARC corrections identified on this site as necessary to conform to the cited federal and North Carolina law.
   • Publish the complete Board Conduct and Transparency Policy proposal for homeowner review.
   • Voluntarily accept written comments for 14 days and publish the final materials at least five days before the November vote.

2. Nov 2026

   Adopt Board transparency and open policy review

   • Vote by separate roll call on the Board Conduct and Transparency Policy.
   • Publish the adopted text, resolution, explanation, effective date, roll-call vote, and Section 15 Secretary certification.
   • Establish the Official Policy Register required by Board Conduct Section 7.
   • Begin publishing Board and committee minutes within 14 days and include the required “Policy and Transparency Status” section.
   • Make the Section 13 compliance-concern and cure requirements effective with the rest of the policy.

3. Dec 2026

   Open review of ARC, enforcement, and financial reforms

   • Introduce and publish the Proposed ARC Guidelines, Enforcement and Fine Policy, and Financial Transparency Policy.
   • Provide Community Notice and open the 14-day written-comment period required by Board Conduct Section 6.
   • Publish the method and deadline for written comments and identify the January meeting as the proposed final-vote meeting.

4. Jan 2027

   Adopt ARC, enforcement, and financial reforms

   • Publish each final proposal, updated redline, and non-identifying comment summary at least five days before the meeting.
   • Vote separately by roll call on the Proposed ARC Guidelines, Enforcement and Fine Policy, and Financial Transparency Policy.
   • Within five business days, publish the adopted texts, final redlines, resolutions, explanations, effective dates, roll-call votes, and compliance certificates.

5. Feb 2027

   Put the core policies into operation

   • Complete the required review of every active enforcement matter within 30 days of the Enforcement Policy’s effective date.
   • Apply the Enforcement Policy’s courtesy notice, cure period, formal notice, hearing, decision, and appeal requirements.
   • Set quarterly financial publication dates using the policy’s 45-day and 75-day deadlines.
   • Apply the ARC Guidelines’ 10-business-day completeness notice, 60-day written-decision deadline, and appeal requirements.
   • Introduce and publish the Professional Services and Vendor Selection Policy and open its 14-day comment period.
   • Publish the pre-election resident-survey report with its response rate and action items.
   • Adopt the recurring survey process described on the Resident Feedback page: consistent questions, broad invitations, published reports, and documented follow-through.

6. Mar 2027

   Adopt vendor standards and publish required records

   • Publish the final Professional Services and Vendor Selection Policy at least five days before the meeting.
   • Adopt it by separate roll-call vote and publish the required adoption materials.
   • Open the published general-counsel RFP and use its evaluation scorecard.
   • Publish Board and committee minutes within 14 days after each meeting.
   • Record each direction or delegation to an officer, manager, committee, counsel, vendor, or other agent in the minutes.
   • Enter generally applicable standing instructions to management or committees in the Official Policy Register.
   • Include the required “Policy and Transparency Status” section in every published set of Board minutes.
   • Publish any quarterly financial report due under the adopted fiscal-year schedule.

7. Apr 2027

   Apply the published compliance and counsel processes

   • For any written Section 13 concern received, acknowledge it within five business days and preserve it as an Association record.
   • Place an unresolved concern on the next regular Board agenda unless the defect is cured sooner.
   • Publish the written determination, any required cure, and the roll-call vote.
   • Evaluate general-counsel proposals using the published scorecard, required disclosures, references, and engagement principles.

8. May 2027

   Select counsel and review policy performance

   • Select general counsel by recorded Board vote using the approved RFP and scorecard.
   • Publish the selected firm’s nonconfidential scope, contract term, compensation method, and selection rationale through the minutes.
   • Review each quarterly financial report at a Board meeting before or promptly after publication.
   • Publish the Enforcement Policy’s annual aggregate report of courtesy notices, formal notices, hearings, fines, appeals, resolved matters, active matters, and lawsuits.

9. Jun 2027

   Complete the annual policy review

   • Review the Official Policy Register at a regular meeting.
   • Publish the Board Conduct Section 11 certification that the Register is current and complete.
   • Review material provider performance before any renewal and document significant deficiencies, unresolved conflicts, cost concerns, or failures to preserve Association records.
   • Open the next recurring resident survey using consistent questions and broad invitations.

10. Jul 2027

    Report recurring resident feedback

    • Publish the recurring resident-survey report and its response rate.
    • Report the results at an open Board meeting.
    • Carry documented action items into the next survey report.
    • Publish any quarterly financial report due under the adopted fiscal-year schedule.

11. Aug 2027

    Review the published election safeguards

    • Review Board terms, proxy requirements, meeting notice, quorum, the voter list, ballots, vote counting, and post-election access against the governing authorities.
    • Identify whether any generally applicable election rule must be proposed before the annual meeting.
    • If a new standing rule is needed, introduce and publish it under Board Conduct Section 6.

12. Sep 2027

    Complete the documented election preparations

    • Confirm that the official meeting notice states the time, place, and agenda.
    • Prepare and make available the meeting-specific voter list after notice is issued.
    • Confirm proxy handling, the right to demand a ballot, and the governing highest-vote rule.
    • If a standing rule was proposed in August, publish final materials, vote separately by roll call, and publish the adopted text under Board Conduct Section 6.
    • Prepare the written officer and authorized-access resolutions needed for the post-election Board meeting.

13. Oct 2027

    Complete the first reform cycle

    • Conduct the director election at the annual meeting under the governing notice, proxy, quorum, ballot, and highest-vote requirements.
    • Hold the regular Board meeting required immediately after the annual meeting and adopt the officer and authorized-access resolutions.
    • At the first regular meeting after the election, provide the Board Conduct Policy to every director and officer and record the required acknowledgments.
    • Within ten business days after any change in President or Secretary, complete the Section 11 transition checklist covering policies, minutes, contracts, pending legal matters, accounts, repositories, credentials, and records-retention obligations.