INDEX OF CONTENTS

  • Document Retention Requirements
  • Professional Manager Advice
  • Florida Statutes
  • Information Security
  • tbd


    • The following reference information will assist in the administration and operation of the Homeowners Association.

    Document Retention Requirements

  • Board Meeting Minutes - permanent retention in a minute book
  • Association Plans, Blueprints, Building Records - permanent retention
  • Association Documents and Amendments - permanent retention
  • Annual Meeting Notices - one year
  • Election Materials - one year
  • Warranty / Other - as long as warranty is in place or equipment information is needed
  • Other Records & Correspondance - 7 years

    Information Security

  • Treasurer should not retain copies of checks with bank account numbers,
  • No owner personal information should appear or be stored on the web site.
  • Violations information should not identify owner addresses - use a cross-reference table maintained by the Board
  • eMail sent to owners should use the "bcc" feature so individual owner email address are not displayed to others