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MitchW (Florida)
Posts: 1
Posted:
I understand the document requirement of the new law. My question is how far back historically do we have to put documents on the website. Do we have to keep 12 months of documents on the site. If you could show me where in the requirements that would be grand as well.

Thanks
Mpw
TimB4 (Tennessee)
Posts: 21,059
Posted:
Based on FL-720.303, I would say a minimum of 7 years for most of the documents.

Keep in mind that board meeting minutes should be kept forever.
My last association posted all of them on the website as a backup in case something happened to the Associations records and/or backups.
DeanJ
Posts: 1,786
Posted:
Quote:
Posted By TimB4 on 12/19/2024 10:41 AM
Based on FL-720.303, I would say a minimum of 7 years for most of the documents.

Keep in mind that board meeting minutes should be kept forever.
My last association posted all of them on the website as a backup in case something happened to the Associations records and/or backups.

Because so many homeowners want to read the December 2017 board meeting minutes.
TimB4 (Tennessee)
Posts: 21,059
Posted:
Quote:
Posted By DeanJ on 12/19/2024 12:11 PM
Posted By TimB4 on 12/19/2024 10:41 AM

Keep in mind that board meeting minutes should be kept forever.


Because so many homeowners want to read the December 2017 board meeting minutes.

No. Because Corporate Statues require that minutes be kept forever.

How many is placed on the website is up to the board.
The board is simply required to make them available upon request.

KerryL1 (California)
Posts: 14,550
Posted:
Agree with Tim and am guessing that corporations codes in every state have this requirement. Keep minutes forever. As an owner, I ac truly didi request certain open minutes minutes for 2016 & 2017 very recently.
DeanJ
Posts: 1,786
Posted:
Quote:
Posted By KerryL1 on 12/19/2024 3:05 PM
Agree with Tim and am guessing that corporations codes in every state have this requirement. Keep minutes forever. As an owner, I ac truly didi request certain open minutes minutes for 2016 & 2017 very recently.

I hate to break this to you, but government agencies aren’t even required to keep records forever. In most states, there is a records retention policy and some records are rather short lived.
KerryL1 (California)
Posts: 14,550
Posted:
I wrote I was "guessing," but it's a pretty goo guess,I think. Corporate Meeting Minutes, Dean? (This convo isn't about the guvmint)
LoriM15 (Florida)
Posts: 1,009
Posted:
The statute FL 720.303 specifically says this:

b)1. By January 1, 2025, an association that has 100 or more parcels shall post the following documents on its website or make available such documents through an application that can be downloaded on a mobile device:
a. The articles of incorporation of the association and each amendment thereto.
b. The recorded bylaws of the association and each amendment thereto.
c. The declaration of covenants and a copy of each amendment thereto.
d. The current rules of the association.
e. A list of all current executory contracts or documents to which the association is a party or under which the association or the parcel owners have an obligation or responsibility and, after bidding for the related materials, equipment, or services has closed, a list of bids received by the association within the past year.
f. The annual budget required by subsection (6) and any proposed budget to be considered at the annual meeting.
g. The financial report required by subsection (7) and any monthly income or expense statement to be considered at a meeting.
h. The association’s current insurance policies.
i. The certification of each director as required by s. 720.3033(1)(a).
j. All contracts or transactions between the association and any director, officer, corporation, firm, or association that is not an affiliated homeowners’ association or any other entity in which a director of an association is also a director or an officer and has a financial interest.
k. Any contract or document regarding a conflict of interest or possible conflict of interest as provided in ss. 468.436(2)(b)6. and 720.3033(2).
l. Notice of any scheduled meeting of members and the agenda for the meeting, as required by s. 720.306, at least 14 days before such meeting. The notice must be posted in plain view on the homepage of the website or application, or on a separate subpage of the website or application labeled “Notices” which is conspicuously visible and linked from the homepage. The association shall also post on its website or application any document to be considered and voted on by the members during the meeting or any document listed on the meeting agenda at least 7 days before the meeting at which such document or information within the document will be considered.
m. Notice of any board meeting, the agenda, and any other document required for such meeting as required by subsection (3), which must be posted on the website or application no later than the date required for notice under subsection (3).
TimB4 (Tennessee)
Posts: 21,059
Posted:
Quote:
Posted By DeanJ on 12/19/2024 4:08 PM

I hate to break this to you, but government agencies aren’t even required to keep records forever. In most states, there is a records retention policy and some records are rather short lived.

FL 720.303 {emphasis added]

(4) OFFICIAL RECORDS.—
(a) The association shall maintain each of the following items, when applicable, for at least 7 years, unless the governing documents of the association require a longer period of time, which constitute the official records of the association:
6. The minutes of all meetings of the board of directors and of the members.

SC SECTION 33-31-1601 [emphasis added]

SECTION 33-31-1601.Corporate records.
(a) A corporation shall keep as permanent records minutes of all meetings of its members and board of directors, a record of all actions taken by the members or directors without a meeting, and a record of all actions taken by committees of the board of directors as authorized by Section 33-31-825(d).

NC § 55A‑16‑01. Corporate records

(a) A corporation shall keep as permanent records minutes of all meetings of its members and board of directors, a record of all actions taken by the members or directors without a meeting pursuant to G.S. 55A‑7‑04, 55A‑7‑08, or 55A‑8‑21, and a record of all
actions taken by committees of the board of directors in place of the board of directors on behalf of the corporation.

Just to cite a few.

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