| Date | Facilitation Team | Board Items to Address | Responsible |
|---|---|---|---|
| 1/28/25 | Josh & Carol | Set goals for the year | |
| Rent increase discussion & decisions (2025) | |||
| Review Board Calendar | Full Board | ||
| Adhoc committee | |||
| Secretary | |||
| 2/25/25 | Alana & Yuki | Financial Reports on Previous Year | |
| Rent increase discussion & decisions (2025) | Treasurer | ||
| Adhoc committee | |||
| 3/25/25 | Lara & Philip | Create election committee | |
| Rent increase discussion & decisions (2025) | Secretary | ||
| Adhoc committee | |||
| 4/29/25 | Jimmy & Hartley | Overview of owner, board, and officer responsibilities | Secretary |
| 5/27/25 | Josh & Carol | 1st Quarter Financial Reports | |
| Approve 990 for filing May 15th (or Oct if extended) | Treasurer | ||
| Manager | |||
| 6/24/25 | Alana & Yuki | Approve New Owner Members (rolling) Check in on how facilitation schedule is working | Secretary |
| Full Board | |||
| 7/29/25 | Irma & Philip | Annual Board Election | |
| Appointment of Officers & Board Liaison Manager’s Report: Approve grievance process for property management plan | Election Committee | ||
| Secretary Manager | |||
| 8/26/25 | Jimmy & Hartley | 2nd Quarter and YTD Financial Reports | |
| Treasurer | |||
| 9/30/25 | Josh & Carol | Manager | |
| 10/28/25 | Alana & Yuki | Capital Budget Proposed/Reviewed | |
| Annual Manager Evaluations | |||
| Approve 990 for filing (if extended) | |||
| Annual Reserve Study Update Presented | Treasurer | ||
| Mgr Liaisons | |||
| Manager | |||
| 11/25/25 | Lara & Philip |
| Quarter and YTD Financial Reports Proposed Annual Budget Presented Proposed Rent Increase Presented Annual Review of Share Values & Payments | Treasurer Treasurer Treasurer Treasurer | | 12/23/25 | Jimmy & Hartley | Managers Report Annual Budget Approved Rent Increase Approved Approve New Owner Members (rolling) | Manager Treasurer Treasurer Secretary |
Check in in June on how new schedule is working
USTU BOARD CALENDAR
Proposed October 2, 2017 by Lara Morrison, revised by Josh & Yuki December 31, 2017
Approved by the USTU board on January 8, 2018
Updated by USTU board on Jan 25, 2022