By no means an exhaustive list, here are some particularly important documents:
- 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.
- 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
Annual Condo Conference & Expo Community Associations Institute New England Chapter Saturday, October 21, 2023 9:00 a.m. – 2:30 p.m. Marriott Hotel, Burlington, MA ——————————————————— This conference has been approved for 3 hours of continuing education. expo vendors and