Answer:

By no means an exhaustive list, here are some particularly important documents:

1. Operational Books and Records
   • Declaration of Trust and Master Deed
   • Bylaws and Rules and Regulations
   • Accounting of association funds and financial statements
   • Audits performed during the developer control period
   • Documents relating to any past or pending claims
   • Past and present budget information
   • Current statement of account balances and invoices from developer control
   • Association bank accounts, checking accounts, certificates of deposit, etc.
   • All association insurance policies
   • Complete roster of unit owners and their addresses, as well as mortgagees by unit
   • Any and all contracts in which the association is a contracting party.

2. Physical Facilities Records

• Plans showing roads and parking areas, measurements and dimensions of structures, landscaping, recreational facilities, and storm and sewer systems
• Information on products and processes used in regular maintenance and repair of common areas
• Written warranties of the contractors, subcontractors, suppliers, and manufacturers involved in the construction and/or maintenance of the association’s facilities.
  • Copies of any bonds or letters of credit posted with any state or local agency
• Confirmation of compliance with the local authorities as well copies of any bonds or letters of credit posted with state or local agencies