Developer Transition Checklist
Necessary Documents
Developer Maintenance Agreement(s)
Subsidy Agreement(s)
DRE Budgets
All recorded documents affecting property
Executed copy of Bylaws and filed Articles of Incorporation
Deeds for all common area Lots
Developer's Participation on the Board
Determine Board-approved directors and terms
Verify required number of non-developer owners to be elected
Track first and subsequent annual meeting dates
Obtain all Board meeting minutes and corporate minute book
Establish Architectural Committee if CC&Rs call for one
Architectural Control
Who is in charge… sales office, construction, superintendent, management?
Retain consultant
Establish tracking procedure
Turnover Walk-Throughs
Determine annexable area
Create punch list during walk-through
Determine maintenance periods
Establish utility transfers/notify insurance carriers
Obtain warranty information
Turnover letters/bond releases
Review/Creation of Association Contracts During/After Transition
Attorney
Management
Insurance
Utilities (including cable/internet)
Landscaping
Pest Control
Janitorial
Courtesy Patrol/Parking Enforcement
Utilities (Cable/Internet)
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