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  1. #1
    Join Date
    Sep 2011
    Location
    Florida
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    8

    Default Delinquency Summary Report

    My question involves a condominium located in the State of:
    If an owner request a delinquency report the HOA can deny the request?

  2. #2
    Join Date
    Sep 2005
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    Behind a Desk
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    98,846

    Default Re: Delinquency Summary Report

    What is a "delinquency report"? You're talking about an accounting of your unpaid fees?

    This is in what state?

  3. #3
    Join Date
    Sep 2011
    Location
    Florida
    Posts
    8

    Default Re: Delinquency Summary Report

    Delinquency report is owners an account late fees from Florida.

  4. #4
    Join Date
    Jan 2007
    Posts
    204

    Default Re: Delinquency Summary Report

    Quote Quoting blossompark
    View Post
    My question involves a condominium located in the State of:
    If an owner request a delinquency report the HOA can deny the request?
    Which is it? Condominium or HOA? They're covered by separate sections of FL law with different requirements.

  5. #5
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    Default Re: Delinquency Summary Report

    A "delinquency report" would normally be a list of all homeowners who are delinquent during the course of a reporting period. You appear to be talking about something else, and I continue to suspect that you mean that you want an accounting of your delinquency, but "owners an account late fees from Florida" doesn't make any sense.

  6. #6
    Join Date
    Sep 2011
    Location
    Florida
    Posts
    8

    Default Re: Delinquency Summary Report

    Yes is a list of all homeowners who are delinquent during the course of a reporting period and I would like to see it from the last two month.

  7. #7
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    Default Re: Delinquency Summary Report

    You were asked, "Which is it? Condominium or HOA? They're covered by separate sections of FL law with different requirements" - now you're talking about homeowners. Please answer the question.

  8. #8
    Join Date
    Sep 2011
    Location
    Florida
    Posts
    8

    Default Re: Delinquency Summary Report

    In our condominium we have a list of all the owners and the HOA and the management has the control of the delinquency summary report for those who has been delay on the payments fees for more than 30,60, 90, and 120 days.
    This report its been updated every month and I would like to see it.

  9. #9
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    Default Re: Delinquency Summary Report

    Condo owners association (COA).
    Quote Quoting 718.111(12). The Association - Official Records
    (12) Official Records.—
    (a) From the inception of the association, the association shall maintain each of the following items, if applicable, which constitutes the official records of the association:

    1. A copy of the plans, permits, warranties, and other items provided by the developer pursuant to s. 718.301(4).

    2. A photocopy of the recorded declaration of condominium of each condominium operated by the association and each amendment to each declaration.

    3. A photocopy of the recorded bylaws of the association and each amendment to the bylaws.

    4. A certified copy of the articles of incorporation of the association, or other documents creating the association, and each amendment thereto.

    5. A copy of the current rules of the association.

    6. A book or books that contain the minutes of all meetings of the association, the board of administration, and the unit owners, which minutes must be retained for at least 7 years.

    7. A current roster of all unit owners and their mailing addresses, unit identifications, voting certifications, and, if known, telephone numbers. The association shall also maintain the electronic mailing addresses and facsimile numbers of unit owners consenting to receive notice by electronic transmission. The electronic mailing addresses and facsimile numbers are not accessible to unit owners if consent to receive notice by electronic transmission is not provided in accordance with subparagraph (c)5. However, the association is not liable for an inadvertent disclosure of the electronic mail address or facsimile number for receiving electronic transmission of notices.

    8. All current insurance policies of the association and condominiums operated by the association.

    9. A current copy of any management agreement, lease, or other contract to which the association is a party or under which the association or the unit owners have an obligation or responsibility.

    10. Bills of sale or transfer for all property owned by the association.

    11. Accounting records for the association and separate accounting records for each condominium that the association operates. All accounting records must be maintained for at least 7 years. Any person who knowingly or intentionally defaces or destroys such records, or who knowingly or intentionally fails to create or maintain such records, with the intent of causing harm to the association or one or more of its members, is personally subject to a civil penalty pursuant to s. 718.501(1)(d). The accounting records must include, but are not limited to:

    a. Accurate, itemized, and detailed records of all receipts and expenditures.

    b. A current account and a monthly, bimonthly, or quarterly statement of the account for each unit designating the name of the unit owner, the due date and amount of each assessment, the amount paid on the account, and the balance due.

    c. All audits, reviews, accounting statements, and financial reports of the association or condominium.

    d. All contracts for work to be performed. Bids for work to be performed are also considered official records and must be maintained by the association.
    12. Ballots, sign-in sheets, voting proxies, and all other papers relating to voting by unit owners, which must be maintained for 1 year from the date of the election, vote, or meeting to which the document relates, notwithstanding paragraph (b).

    13. All rental records if the association is acting as agent for the rental of condominium units.

    14. A copy of the current question and answer sheet as described in s. 718.504.

    15. All other records of the association not specifically included in the foregoing which are related to the operation of the association.

    16. A copy of the inspection report as described in s. 718.301(4)(p).
    (b) The official records of the association must be maintained within the state for at least 7 years. The records of the association shall be made available to a unit owner within 45 miles of the condominium property or within the county in which the condominium property is located within 5 working days after receipt of a written request by the board or its designee. However, such distance requirement does not apply to an association governing a timeshare condominium. This paragraph may be complied with by having a copy of the official records of the association available for inspection or copying on the condominium property or association property, or the association may offer the option of making the records available to a unit owner electronically via the Internet or by allowing the records to be viewed in electronic format on a computer screen and printed upon request. The association is not responsible for the use or misuse of the information provided to an association member or his or her authorized representative pursuant to the compliance requirements of this chapter unless the association has an affirmative duty not to disclose such information pursuant to this chapter.

    (c) The official records of the association are open to inspection by any association member or the authorized representative of such member at all reasonable times. The right to inspect the records includes the right to make or obtain copies, at the reasonable expense, if any, of the member. The association may adopt reasonable rules regarding the frequency, time, location, notice, and manner of record inspections and copying. The failure of an association to provide the records within 10 working days after receipt of a written request creates a rebuttable presumption that the association willfully failed to comply with this paragraph. A unit owner who is denied access to official records is entitled to the actual damages or minimum damages for the association’s willful failure to comply. Minimum damages are $50 per calendar day for up to 10 days, beginning on the 11th working day after receipt of the written request. The failure to permit inspection entitles any person prevailing in an enforcement action to recover reasonable attorney’s fees from the person in control of the records who, directly or indirectly, knowingly denied access to the records. Any person who knowingly or intentionally defaces or destroys accounting records that are required by this chapter to be maintained during the period for which such records are required to be maintained, or who knowingly or intentionally fails to create or maintain accounting records that are required to be created or maintained, with the intent of causing harm to the association or one or more of its members, is personally subject to a civil penalty pursuant to s. 718.501(1)(d). The association shall maintain an adequate number of copies of the declaration, articles of incorporation, bylaws, and rules, and all amendments to each of the foregoing, as well as the question and answer sheet as described in s. 718.504 and year-end financial information required under this section, on the condominium property to ensure their availability to unit owners and prospective purchasers, and may charge its actual costs for preparing and furnishing these documents to those requesting the documents. Notwithstanding this paragraph, the following records are not accessible to unit owners:

    1. Any record protected by the lawyer-client privilege as described in s. 90.502 and any record protected by the work-product privilege, including a record prepared by an association attorney or prepared at the attorney’s express direction, which reflects a mental impression, conclusion, litigation strategy, or legal theory of the attorney or the association, and which was prepared exclusively for civil or criminal litigation or for adversarial administrative proceedings, or which was prepared in anticipation of such litigation or proceedings until the conclusion of the litigation or proceedings.

    2. Information obtained by an association in connection with the approval of the lease, sale, or other transfer of a unit.

    3. Personnel records of association or management company employees, including, but not limited to, disciplinary, payroll, health, and insurance records. For purposes of this subparagraph, the term “personnel records” does not include written employment agreements with an association employee or management company, or budgetary or financial records that indicate the compensation paid to an association employee.

    4. Medical records of unit owners.

    5. Social security numbers, driver’s license numbers, credit card numbers, e-mail addresses, telephone numbers, facsimile numbers, emergency contact information, addresses of a unit owner other than as provided to fulfill the association’s notice requirements, and other personal identifying information of any person, excluding the person’s name, unit designation, mailing address, property address, and any address, e-mail address, or facsimile number provided to the association to fulfill the association’s notice requirements. However, an owner may consent in writing to the disclosure of protected information described in this subparagraph. The association is not liable for the inadvertent disclosure of information that is protected under this subparagraph if the information is included in an official record of the association and is voluntarily provided by an owner and not requested by the association.

    6.  Electronic security measures that are used by the association to safeguard data, including passwords.

    7. The software and operating system used by the association which allow the manipulation of data, even if the owner owns a copy of the same software used by the association. The data is part of the official records of the association.
    (d) The association shall prepare a question and answer sheet as described in s. 718.504, and shall update it annually.

    (e)

    1. The association or its authorized agent is not required to provide a prospective purchaser or lienholder with information about the condominium or the association other than information or documents required by this chapter to be made available or disclosed. The association or its authorized agent may charge a reasonable fee to the prospective purchaser, lienholder, or the current unit owner for providing good faith responses to requests for information by or on behalf of a prospective purchaser or lienholder, other than that required by law, if the fee does not exceed $150 plus the reasonable cost of photocopying and any attorney’s fees incurred by the association in connection with the response.

    2. An association and its authorized agent are not liable for providing such information in good faith pursuant to a written request if the person providing the information includes a written statement in substantially the following form: “The responses herein are made in good faith and to the best of my ability as to their accuracy.”


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