Books and Records

The “Books and Records” category contains articles of information that pertains to topics that are relevant to a homeowner association’s books and records.

Association Directors Have Greater (But Not Unlimited) Inspection Rights Than the Members

/ Books and Records
Association Directors Have Greater (But Not Unlimited) Inspection Rights Than the Members The directors of a homeowners association (“Association” ) have greater rights relative to the inspection of the Association’s books, records, and properties then the rights of the Association’s owner/members. The actual scope of inspection rights is contained in ...
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Does Your HOA Have a Records Retention and Destruction Policy? It Should

/ Books and Records
Does Your HOA Have a Records Retention and Destruction Policy? It The ongoing operations of a homeowners association involve the receipt and creation of huge volumes of varying types, sizes and shapes of documents. The proper management of those documents can become quite complex and the task is compounded by ...
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Important Things to Know About Homeowner Requests to Inspect and Copy HOA Records

/ Books and Records
Important Things to Know About Homeowner Requests to Inspect and Copy HOA Records Homeowners associations are frequently involved in contentious issues with homeowners over the producing of copies of association books and records that have been requested by a homeowner. Notwithstanding the fact that state statutes and an association’s governing ...
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Is Your HOA Fulfilling Its Responsibilities Re Minutes of Meetings?

/ Books and Records
Is Your HOA Fulfilling Its Responsibilities Re Minutes of Meetings? State laws and the governing documents for all homeowners associations require the preparation and proper maintenance of minutes of all meetings of the association’s board of directors and members. Maintaining proper minutes is critical to the operations of a homeowners ...
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Is Your HOA Properly Documenting its “Executive Session” Board Meetings?

/ Books and Records
Is Your HOA Properly Documenting its "Executive Session" Board Meetings? An “executive session” board meeting is basically a board meeting that is not open to attendance by the homeowners. State statutes that mandate board meetings be open to attendance by all homeowners typically include provisions that allow for and specify ...
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Is Your HOA Properly Retaining and Storing its Records?

/ Books and Records
Is Your HOA Properly Retaining and Storing its Records? Every homeowners association needs to have established procedures to ensure the safe storage and retrieval of HOA records and documents. Those procedures start with the establishment of a secure location for the association’s headquarters and maintenance of records. The developers of ...
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Maryland Court Clarifies Extent of HOA Books & Records a Homeowner is Entitled To

/ Books and Records, Case Decisions
Maryland Court Clarifies Extent of HOA Books & Records a Homeowner is Entitled To This case involved a dispute between a homeowners’ association (“Association”) and the owner of a condominium unit (“Owner”) that was part of the Association over water damage caused to the Owner’s unit from roof leaks that ...
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Member Request for HOA Documents

/ Books and Records
Member Request for HOA Documents HOA members have the right to inspect the association's books and records. The procedure requires the submittal of a request by member. The association then responds to the request by providing the member with an estimate of the cost for the requested copies or by ...
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Member Rights to Inspect and Copy Homeowner Association Documents

/ Books and Records
Member Rights to Inspect and Copy Homeowner Association Documents Members of homeowners associations have certain specified rights to inspect and to copy and receive copies of association records. The scope of the homeowners’ rights are typically set forth in the laws of the state where the homeowners association is located ...
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Understanding Member Rights re Inspection of HOA Books and Records

/ Books and Records
Understanding Member Rights re Inspection of HOA Books and Records Members of a homeowners’ association may typically inspect the association’s accounting books and records and the minutes of association meetings for any purpose that is reasonably related to his or her interests as a member of the association. State statutes ...
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Wyoming Ct Says Owner Entitled to HOA Documents But Denies Recovery of Attorney Fees & Costs

Wyoming Ct Says Owner Entitled to HOA Documents But Denies Recovery of Attorney Fees & Costs In this case, the owners of a separate interest in a common interest community filed suit against the association seeking an order compelling the association to allow the inspection and copying of certain association ...
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Wyoming Ct Says Owner Entitled to HOA Documents But Denies Recovery of Attorney Fees & Costs

/ Books and Records, Case Decisions
Wyoming Supreme Court decision (December 30,2014) In this case, the owners of a separate interest in a common interest community filed suit against the association seeking an order compelling the association to allow the inspection and copying of certain association documents and also sought an award of costs and attorney ...
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