Who owns HOA records? The community does, and they stay with it

The short answer: An HOA’s records belong to the association, not to a volunteer, a management company or a software vendor. Rebel HOA keeps the community’s documents, books, votes, minutes and requests in one place the board controls, with a record of who opened what, so nothing leaves when a board member does.

An outgoing board member handing a binder to a newly elected member

How the records are kept, in three steps

  1. Documents in one drive. Governing documents, contracts and minutes in folders the board organizes.
  2. Sharing the board sets. Each file is for everyone, the board only, or chosen residents, and a folder sets the most any file inside it can be shared.
  3. A trail of who opened what. Opening and downloading a document is recorded, so the board knows who saw it.

The records are kept. The board decides who sees them.

A deleted file or folder waits 30 days in the trash, so a mistake can be undone.

What stays with the community

Questions boards ask

Who owns HOA records?

The association does. The records belong to the community, not to the volunteer who kept them, a management company or a software vendor.

What records should an HOA keep?

At least the governing documents, minutes, financial records, contracts and correspondence. Your state’s law and your own documents set the full list and how long each is kept.

What happens to our records when a board member leaves?

Nothing. They stay in the community’s drive and books, and the next board member picks up where the last one stopped.

Can residents see our documents?

Only the ones the board shares with them. Each file is set for everyone, the board only, or chosen residents.

Read more in the Rebel Standard

Also in Why Rebel

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