BOARD PACKAGE OUTLINE

Our Board packages are truly comprehensive and customizable. We want to ensure you have all of the data needed to make significant decision. The Patriot board package includes the following documents:

  1. Agenda
  2. Prior Meeting Minutes
  3. Financials
    • Balance Sheet
    • Income Statement
    • Bank Reconciliations
    • Additional Sheets are included to meet every communities individual needa
  4. Business Matters Requiring Board Action
    • Owner Request
    • Vendor Issues
  5. Matters for Board Information and Discussion
    • Owner Concerns
    • Items not Requiring Action at this Time
  6. Executive Session Materials
    • Delinquency Reports
    • Collections Status Reports
    • Hearing and Violation Discussions.