Records retention for HOPA compliance

Started by BarbaraB10 • 4 replies • 922 views

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BarbaraB10 (California)
Posts: 117

Posted:

I live in a self managed, 55+ age restricted community of stick built homes in Riverside County.

We comply with the H.O.P.A. age certification requirements. https://www.hud.gov/sites/documents/DOC_7770.PDF

My question is how long are supplemental age certification forms (aka bi-annual surveys ) to be retained?

Thank you in advance.

RichardP13 (California)
Posts: 3,868

Posted:

Question:

How long should a housing community/facility retain its records of survey
information that show it meets the 80 percent requirement?

Answer:

The records referred to in Answer 9 above need to be kept as long as the
housing community/facility intends to proffer its exempt status.

BarbaraB10 (California)
Posts: 117

Posted:

Hi Richard

Thank you! That is a terrific response.

Will you please post a link to your answer? I need to provide it for our HOA.

BarbaraB10 (California)
Posts: 117

Posted:

Richard,

I performed my

wn due diligence and found the answer @ the HUD FAQ Q & A's.

Thanks again!

RichardP13 (California)
Posts: 3,868

Posted:

Quote:

Posted By BarbaraB10 on 06/27/2018 1:35 PM
Hi Richard

Thank you! That is a terrific response.

Will you please post a link to your answer? I need to provide it for our HOA.

Link is: https://www.davis-stirling.com/Portals/1/HOPA%20Q%26A.PDF

Question and Answer #12

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