CONDO RECORDS AND THE NEW CHECKLIST LAW

By Eric Glazer, Esq.

Published May 20, 2024

 

Suppose you ask for access to certain condominium records, they are never given to you, but months later the association says they were?  What do you do now?

 

Well, for condominiums only The Florida Legislature attempts to address this issue in House Bill 1021 which goes into effect July 1st and says:

 

In response to a written request to inspect records, the association must simultaneously provide to the requestor a checklist of all records made available for inspection and copying. The checklist must also identify any of the association's official records that were not made available to the requestor. An association must maintain a checklist provided under this sub-subparagraph for 7 years. An association delivering a checklist pursuant to this sub-subparagraph creates a rebuttable presumption that the association has complied with this paragraph.

 

I guess it could look something like this:

 

Item Requested Outcome
1.    Minutes of meetings for the past year: Made Available
2.    2024 Bank statements:  Not Made Available
3.    Bills from Joe’s Plumbing for 2024:  Made Available
4.    Agendas for the Year 2019:     Not Made Available

 

Looks simple enough.  These checklists will also be official records of the association, meaning that any owner is entitled to get a copy of these checklists.  That may come in handy when you’re trying to prove that certain people get access to the records and some don’t.  For example, suppose you’re given the above checklist and then you get your hands on another checklist given to another owner that says “Made Available” where “2024 Bank statements” are asked for?

 

For heaven’s sake, just put everything on a password protected website and point everyone there. 

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About HOA & Condo Blog

Eric Glazer

Eric Glazer graduated from the University of Miami School of Law in 1992 after receiving a B.A. from NYU. He has practiced community association law for three decades and is the owner of Glazer and Sachs, P.A. a five attorney law firm with offices in Fort Lauderdale and Orlando.

Eric is Board Certified by The Florida Bar in Condominium and Planned Development Law.

Since 2009, Eric has been the host of Condo Craze and HOAs, a weekly one-hour radio show airing at 11 a.m. each Sunday on 850 WFTL. Recently, he moved the show to YouTube, transforming it into a more dynamic and interactive experience. This move not only allows viewers to engage in live chats with Eric and other participants but also enables a broader audience to access free advice, making valuable insights more widely available.

See: www.condocrazeandhoas.com.

   

Eric is the first attorney in the State of Florida that designed a course that certifies condominium and HOA residents as eligible to serve on a Board of Directors and has now certified more than 20,000 Floridians all across the state. He is certified as a Circuit Court Mediator by The Florida Supreme Court and has mediated dozens of disputes between associations and unit owners. Eric also devotes significant time to advancing legislation in the best interest of Florida community association members.



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