Budget Timeline & Deadlines
This is the deadline for Community Managers to submit the completed 2027 Budget Template to the Client Accountant.
September 22, 2026
Managers must review this document to determine whether membership votes are required for assessment increases.
Declarations (DCC&Rs)
The bundled administrative rate increases by this percentage for 2027
8%
Community Managers must ensure this line equals zero before submitting the proposed budget.
Operating Net Income (Loss)
This person reviews draft budgets with the CM before they are submitted to client accounting.
Regional Director
Budget approval by the Board and communication of any assessment increases to Billing must be completed by this date.
October 31, 2026
Community Managers must review this document to compile recommended replacements for the next fiscal year. (If applicable)
The reserve study
The fee for administering access control devices provided by the association.
$65
This tab is used to compare the current year budget, current year projections, and the proposed budget.
The comparison tab
This team is responsible for reviewing the budget template for content and viability between September 22 and September 30.
The client (GL) acccountants
The final deadline for completing the 2027 budget spread and notifying the accountant.
November 20, 2026
Managers must budget for this standard annual increase to management fees effective January 1.
4%
The fee charged when transferring an account to the attorney.
$250
Community Managers must enter all proposed budget expenses into these highlighted columns.
The yellow columns
This team sends the budget resolution to the Board for signature via DocuSign.
CSS Team
This date marks the final deadline for GL to import the 2027 budget into CAMACCT
December 31, 2026
Community Managers should contact these two providers to determine if any increases will occur in the next fiscal year.
Contracted services and utility providers
The updated fee for Developer/Builder/Commercial architectural review.
$400
This tab is used to refresh and generate the final board‑ready resolution.
The Resolution tab
This department imports the approved budget into CAMACCT by December 31.
The GL team
This person was responsible for making the payroll templates available on June 1, 2026, and for leading the July 21, 2026 training on the budget template and preparation. (Hint: The name of an individual.)
Davita Harless
This percentage of assessment revenue is typically used for Allowance for Bad Debt.
2%
The fee for utility sub‑metering per meter per month.
$10
This tool allows Community Managers to test percentage increases or decreases to dues.
"What If?” scenario calculator
This person must be contacted if the Board has concerns or questions about Exhibit A fee updates.
Regional Director